Limited Term Tax Fund Quote

LTXFX Fund  USD 15.39  0.02  0.13%   

Performance

1 of 100

 
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Weak

Odds Of Distress

Less than 22

 
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Low
Limited Term is trading at 15.39 as of the 26th of November 2024; that is 0.13% up since the beginning of the trading day. The fund's open price was 15.37. Limited Term has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Limited Term Tax are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund will invest at least 80 percent of its assets in, or derive at least 80 percent 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 funds investment adviser to be of equivalent quality. More on Limited Term Tax

Limited Mutual Fund Highlights

Fund ConcentrationAmerican Funds, Large Funds, Muni National Short Funds, Muni National Short, American Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of October 2022
Fiscal Year EndJuly
Limited Term Tax [LTXFX] is traded in USA and was established 26th of November 2024. Limited Term is listed under American Funds category by Fama And French industry classification. The fund is listed under Muni National Short category and is part of American Funds family. This fund now has accumulated 5.97 B in assets with minimum initial investment of 250. Limited Term Tax is currently producing year-to-date (YTD) return of 2.19% with the current yeild of 0.0%, while the total return for the last 3 years was 0.42%.
Check Limited Term Probability Of Bankruptcy

Instrument Allocation

Limited Term Tax Risk Profiles

Limited Term Against Markets

Other Information on Investing in Limited Mutual Fund

Limited Term financial ratios help investors to determine whether Limited 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 Limited with respect to the benefits of owning Limited Term security.
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