Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- American Funds Tax-Exempt Preservation Portfolio AMERICAN FUNDS PORTFOLIO SERIES · 3 lines · as of Apr 30, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | American Funds Tax-Exempt Preservation Portfolio |
|---|---|
| LIMITED TERM TAX-EXEMPT BOND FD | 39.94 % |
| CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | 29.91 % |
| AMERICAN FDS SH-TERM TAX-EXEMPT BD FD | 29.45 % |
Titelia read 3 lines in these 1 funds.