American Funds Tax-Exempt Preservation Portfolio - PSTEP - All Holdings | American Funds

PORTFOLIO SERIES

SM

2 Total Holdings:
As of 9/30/18
All Holdings: 1 - 2 of 2
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
Limited Term Tax-Exempt Bond Fund of America, Class R-6 Equity 18,268,415 $281,698,964.00 70%
American Funds Short-Term Tax-Exempt Bond Fund, Class R-6 Equity 12,092,293 $120,802,010.00 30%
All Holdings: 1 - 2 of 2

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Investment allocations for funds of funds may not achieve fund objectives. There are expenses associated with the underlying funds in addition to fund-of-funds expenses. The funds' risks are directly related to the risks of the underlying funds, as described herein.

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  1. The Portfolio Series funds are monitored; allocations and funds may change.
  2. Excludes certain securities in initial period of acquisition.
  3. Allocation percentages and underlying funds are subject to the Portfolio Oversight Committee's discretion and will evolve over time. Underlying funds may be added or removed at any time.

Securities offered through American Funds Distributors, Inc.

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