Which Funds Can TEPAX Replace?

American Funds Tax-Exempt Preservation Portfolio Class A Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds TEPAX Can Replace

30 funds

FSI > 80 out of 170 similar funds

Competing Fund AUM

$10.16B

Assets in funds TEPAX can compete with and replace

Outperformance Rank

#50

Rank among 170 similar funds

Who Holds Credible Replacements?

421 firms

109,157 connected advisors

Opportunity analysis

TEPAX can replace 30 funds with FSI above 80 out of 170 similar funds, representing $10.16B in competing fund AUM. Its outperformance rank is #50 among those similar funds. 421 13F firms and 109,157 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 54.5%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
0.59%
Assets under management
$395.6M

Related fund research