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

PORTFOLIO SERIES

SM

2 Total Holdings:
As of 12/31/20
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 28,265,494 $457,901,001.00 70%
American Funds Short-Term Tax-Exempt Bond Fund, Class R-6 Equity 18,979,041 $196,243,286.00 30%
All Holdings: 1 - 2 of 2

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.

Allocations may not achieve investment objectives. The portfolios' risks are directly related to the risks of the underlying funds.

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Portfolios are managed, so holdings will change.

  1. The Portfolio Series funds are monitored; allocations and funds may change.
  2. Figures are based on holdings of the underlying funds, if applicable, as of date shown.
  3. Allocation percentages and underlying funds are subject to the oversight committee's discretion and will evolve over time. Underlying funds may be added or removed at any time.

American Funds Distributors, Inc., member FINRA.

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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.