American Funds Tax-Exempt Preservation Model Portfolio | American Funds

Model Portfolio Details

 PRESERVATION INCOME

American Funds Tax-Exempt Preservation Model Portfolio

American Funds Asset Allocation
(as of 6/30/2017)

American-Funds-Tax-Exempt-Preservation-Model-Portfolio

   Growth    Growth & Income   key-10-equity-income.png (10×10) Equity Income   key-10-balanced.png (10×10) Balanced   key-10-bond.png (10×10) Bond   key-10-tax-exempt.png (10×10) Tax-Exempt Bond

Seeks to provide investors with capital preservation and a source of tax-exempt income.
  • American Funds Short-Term Tax-Exempt Bond Fund: Investment-grade bridge between municipal money market funds and medium-term municipal funds
  • Limited Term Tax-Exempt Bond Fund of America: Investment-grade bridge between low-yield short-term and higher yield longer term tax-exempt bonds

Related Resources

American Funds Tax-Exempt Preservation Model Portfolio (Single Sheet)   |   Model Portfolio Quarterly Commentary (PDF)    |   American Funds Model Portfolios (Brochure)

 

1Due to rounding methodology, totals may not add up to 100%.


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. 

The return of principal for bond funds and for funds with significant underlying bond holdings is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings. Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds. 

Income from municipal bonds may be subject to state or local income taxes and/or the federal alternative minimum tax. Certain other income, as well as capital gain distributions, may be taxable.