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(TEPFX) Fund Ranking and Research

Ranking, Research and Recommendation of (TEPFX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of  Fund (TEPFX) ManagerFund Manager - Joanna F. Jonsson

Fund Manager Information

Fund Manager Tenure: 3.9 years
Fund Family: American Funds
Fund Category: Muni National Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: (Score: )     (What does this score mean?)

 

 

See Fund (TEPFX) performance details as of May 30, 2016

 

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Compare  Fund (TEPFX)Compare with other top Muni National Interm category mutual funds

Aadditional top Muni National Interm mutual funds for your consideration

FundYear to Date1 Year3 year5 year
1.583.282.250
Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX)3.408.176.377.87Compare
BlackRock Strategic Muni Opps Inv A1 (MDMTX)3.297.784.275.68Compare
USAA Tax Exempt Intermediate-Term (USATX)2.525.223.514.92Compare

See top fund managers for Muni National Interm Category Funds

 

Compare  Fund (TEPFX)Compare with Muni National Interm category ETFs

Some Muni National Interm ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Intermediate Muni ETF (ITM)2.55%7.15%4.62%
iShares National AMT-Free Muni Bond (MUB)2.19%5.72%4.01%
PIMCO Intermediate Municipal Bd Actv ETF (MUNI)1.61%4.98%2.60%
Columbia Intermediate Municipal Bond ETF (GMMB)000

 

Graph of  Fund (TEPFX) Net Asset Tracking (TEPFX) Fund Net Asset

Track net asset change of fund (TEPFX)

DateNet Asset
05/2016$381.54M
03/2016$356.66M
02/2016$347.03M
More historic net asset information on Fund (TEPFX)

  

Graph of  Fund (TEPFX) Portfolio Tracking (TEPFX) Fund Portfolio Allocation

Track portfolio allocation change of fund (TEPFX)

DateCashStockBondOther
03/201610.72%0%89.28%0%
12/20158.97%0%90.7%0.33%
09/20158.97%0%90.7%0.33%
Click here to see more historic asset allocation information on Fund (TEPFX)

 

graph of  Fund (TEPFX) Top 10 Position TrackingTop 10 Holdings in (TEPFX) Fund

Discover what Fund (TEPFX) manager is buying

Mar 30, 2016
American Funds Ltd-Term Tx-Ex Bd R-6 [70%]
American Funds Tax Exempt Bond R-6 [30%]

Dec 30, 2015
American Funds Ltd-Term Tx-Ex Bd R-6 [70%]
American Funds Tax Exempt Bond R-6 [30%]

Sep 29, 2015
American Funds Ltd-Term Tx-Ex Bd R-6 [70%]
American Funds Tax Exempt Bond R-6 [30%]
Click here for Stock Holding Change Map in Fund (TEPFX)

  

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