Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

American Funds Tax-Exempt Fund of CA C (TECCX)

16.34
+0.06
+(0.37%)
At close: 8:02:15 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.44%
5y Average Return 0.66%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (Apr 30, 2025) 10.73%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 10.73%
Worst 3Y Total Return -1.85%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TECCX
Category
YTD
-0.54%
1.88%
1-Month
-1.72%
0.44%
3-Month
-0.54%
2.15%
1-Year
1.16%
5.80%
3-Year
0.76%
5.09%
5-Year
0.46%
3.20%
10-Year
1.29%
5.08%
Last Bull Market
4.24%
7.56%
Last Bear Market
-4.77%
8.23%

Annual Total Return (%) History

Year
TECCX
Category
2025
--
--
2024
1.74%
--
2023
5.45%
--
2022
-9.93%
--
2021
1.28%
--
2020
3.64%
4.59%
2019
6.49%
8.09%
2018
-0.09%
0.62%

2017
5.11%
5.91%
2016
-0.92%
0.07%
2015
2.57%
3.72%
2014
9.90%
12.07%
2013
-3.08%
-3.71%
2012
9.10%
10.42%
2011
10.73%
11.74%
2010
2.49%
1.77%
2009
19.19%
17.38%
2008
-12.75%
-11.05%
2007
-0.44%
0.71%
2006
4.07%
4.58%
2005
2.97%
3.93%
2004
3.71%
4.37%
2003
3.92%
4.27%
2002
7.17%
8.03%
2001
--
3.84%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.54% -- -- --
2024 0.03% 0.53% 2.62% -1.41%
2023 2.24% -0.32% -3.67% 7.41%
2022 -6.03% -4.77% -3.16% 3.94%
2021 -0.27% 1.41% -0.51% 0.66%
2020 -1.37% 2.05% 1.14% 1.82%
2019 2.50% 2.20% 1.45% 0.21%
2018 -1.23% 0.59% -0.40% 0.95%
2017 1.09% 1.83% 1.00% 1.09%
2016 1.47% 2.28% -0.45% -4.11%

2015 0.91% -1.11% 1.46% 1.31%
2014 4.00% 2.68% 1.81% 1.09%
2013 0.75% -3.56% -0.59% 0.34%
2012 2.94% 2.23% 2.41% 1.22%
2011 -0.49% 4.64% 4.23% 2.02%
2010 1.85% 2.00% 4.09% -5.22%
2009 6.05% 4.31% 9.92% -1.97%
2008 -1.76% 0.65% -4.63% -7.47%
2007 0.63% -0.93% 0.34% -0.47%
2006 0.13% -0.22% 3.33% 0.81%
2005 -0.30% 2.79% -0.16% 0.63%
2004 1.48% -2.22% 3.41% 1.08%
2003 0.52% 2.27% -0.24% 1.33%
2002 0.22% 3.09% 4.61% -0.84%
2001 -0.08% 3.00% -1.27% --

Rank in Category (By Total Return)

YTD 31
1-Month 42
3-Month 31
1-Year 64
3-Year 79
5-Year 90

Load Adjusted Returns

1-Year 0.17%
3-Year 0.76%
5-Year 0.46%
10-Year 1.29%

Performance & Risk

YTD Return -1.44%
5y Average Return 0.66%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Muni California Long
Fund Family American Funds
Net Assets 3.23B
YTD Return -0.54%
Yield 2.14%
Morningstar Rating
Inception Date Aug 22, 2008

Fund Summary

The fund seeks to achieve its objectives by primarily investing in municipal bonds issued by the state of California and its agencies and municipalities. It may also invest in municipal securities that are issued by jurisdictions outside California. 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 both regular federal and California income taxes and that do not subject the investors to federal alternative minimum tax.

Related Tickers