American Funds Financials
| TEPFX Fund | USD 9.64 0.01 0.10% |
American |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
American Funds Fund Summary
American Funds competes with Morningstar Defensive, Rbc Ultra-short, Barings Us, Artisan High, and Enhanced Fixed. The fund invests in a mix of American Funds fixed income funds. It will principally invest in funds that seek current income through investments in bonds or in other fixed income instruments. The underlying funds may hold securities issued and guaranteed by the U.S. government, securities issued by federal agencies and instrumentalities and securities backed by mortgages or other assets.Specialization | Muni National Short, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US02630Y4061 |
| Business Address | American Funds Portfolio |
| Mutual Fund Family | American Funds |
| Mutual Fund Category | Muni National Short |
| Benchmark | Dow Jones Industrial |
| Phone | 800 421 4225 |
| Currency | USD - US Dollar |
American Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining American Funds's current stock value. Our valuation model uses many indicators to compare American Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across American Funds competition to find correlations between indicators driving American Funds's intrinsic value. More Info.American Funds Tax Exempt is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 404.38 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the American Funds' earnings, one of the primary drivers of an investment's value.American Funds Tax Systematic Risk
American Funds' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. American Funds volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on American Funds Tax correlated with the market. If Beta is less than 0 American Funds generally moves in the opposite direction as compared to the market. If American Funds Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one American Funds Tax is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of American Funds is generally in the same direction as the market. If Beta > 1 American Funds moves generally in the same direction as, but more than the movement of the benchmark.
American Funds Thematic Clasifications
American Funds Tax Exempt is part of Long Short Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in assets with both short and long positions. Funds or Etfs that are designed to hedge away market risk by investing in combination of bonds, stocks, derivative instruments as well as short positions to maximize returns irrespective of market conditions
This theme covers Funds investing in assets with both short and long positions. Funds or Etfs that are designed to hedge away market risk by investing in combination of bonds, stocks, derivative instruments as well as short positions to maximize returns irrespective of market conditions. Get More Thematic Ideas
American Funds Tax Exempt is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Muni National Short category is currently estimated at about 8.22 Billion. American Funds holds roughly 528.93 Million in net asset claiming about 6% of funds under Muni National Short category.| Long Short Funds | View |
American Funds July 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of American Funds help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of American Funds Tax Exempt. We use our internally-developed statistical techniques to arrive at the intrinsic value of American Funds Tax Exempt based on widely used predictive technical indicators. In general, we focus on analyzing American Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build American Funds's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4236 | |||
| Information Ratio | (0.26) | |||
| Maximum Drawdown | 1.27 | |||
| Value At Risk | (0.53) | |||
| Potential Upside | 0.211 |
Other Information on Investing in American Mutual Fund
American Funds financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Funds security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Global Correlations Find global opportunities by holding instruments from different markets |