Nasdaq - Delayed Quote
USD
American Funds Limited Term Tx-Ex Bd F-2 (LTEFX)
15.42
+0.02
(+0.13%)
At close: 8:02:31 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.68% |
|---|---|
| 5y Average Return | 1.60% |
| Number of Years Up | 15 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 30, 2026) | 7.72% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 7.72% |
| Worst 3Y Total Return | -0.09% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LTEFX
Category
- YTD
- -2.11%
- 0.39%
- 1-Month
- -2.79%
- 0.04%
- 3-Month
- -3.38%
- 0.38%
- 1-Year
- -1.13%
- 1.72%
- 3-Year
- 3.37%
- 2.21%
- 5-Year
- 0.99%
- 1.47%
- 10-Year
- 1.63%
- 1.49%
- Last Bull Market
- 6.82%
- 1.96%
- Last Bear Market
- -1.20%
- 2.01%
Annual Total Return (%) History
Year
LTEFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
0.03% | 1.29% | -3.38% | -- |
|
2025
|
0.81% | 1.17% | 2.28% | 1.00% |
|
2024
|
0.02% | 0.32% | 2.70% | -0.79% |
|
2023
|
1.69% | -0.53% | -1.62% | 4.76% |
|
2022
|
-4.07% | -1.20% | -1.95% | 2.64% |
|
2021
|
-0.20% | 0.57% | -0.26% | 0.17% |
|
2020
|
-0.29% | 2.52% | 0.92% | 1.05% |
|
2019
|
1.83% | 1.57% | 0.70% | 0.70% |
|
2018
|
-0.42% | 0.56% | -0.03% | 1.15% |
|
2017
|
1.14% | 1.07% | 0.80% | -0.10% |
Rank in Category (By Total Return)
| YTD | 90 |
| 1-Month | 90 |
|---|---|
| 3-Month | 90 |
| 1-Year | 88 |
| 3-Year | 20 |
| 5-Year | 72 |
Load Adjusted Returns
| 1-Year | -1.13% |
| 3-Year | 3.37% |
|---|---|
| 5-Year | 0.99% |
| 10-Year | 1.63% |
Performance & Risk
| YTD Return | 0.68% |
| 5y Average Return | 1.60% |
| Rank in Category (ytd) | 90 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.58 |
| Morningstar Risk Rating |
Fund Overview
| Category | Muni National Short |
| Fund Family | Capital Group |
| Net Assets | 5.77B |
| YTD Return | -2.11% |
| Yield | 2.96% |
| Morningstar Rating | |
| Inception Date | Aug 18, 2008 |
Fund Summary
The fund will invest at least 80% of its assets in, or derive at least 80% of its income from, securities that are exempt from regular federal income tax and that do not subject the investors to federal alternative minimum tax. It invests primarily in debt securities rated A- or better or A3 or better, or unrated but determined by the fund's investment adviser to be of equivalent quality. The dollar-weighted average effective maturity of the fund's portfolio is between three and 10 years.
