Tax Exempt Bond Fund Quote

PTEAX Fund  USD 6.66  0.01  0.15%   

Performance

Modest

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Tax-exempt Bond is trading at 6.66 as of the 19th of March 2025; that is 0.15% down since the beginning of the trading day. The fund's open price was 6.67. Tax-exempt Bond has about a 20 % 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. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The investment seeks to provide a high level of income that is exempt from federal income tax while protecting investors capital. Principal Fds is traded on NASDAQ Exchange in the United States. More on Tax Exempt Bond Fund

Moving together with Tax-exempt Mutual Fund

  0.79PFIJX Strategic Asset ManaPairCorr
  0.76PFIEX International EquityPairCorr
  0.79PFIFX Strategic Asset ManaPairCorr

Moving against Tax-exempt Mutual Fund

  0.35PFPPX Midcap GrowthPairCorr

Tax-exempt Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Funds, Muni National Interm Funds, Muni National Interm, Principal Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Tax Exempt Bond Fund [PTEAX] is traded in USA and was established 19th of March 2025. Tax-exempt Bond is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Muni National Interm category and is part of Principal Funds family. This fund at this time has accumulated 589.05 M in assets with no minimum investment requirementsTax Exempt Bond is currently producing year-to-date (YTD) return of 0.27% with the current yeild of 0.0%, while the total return for the last 3 years was 0.71%.
Check Tax-exempt Bond Probability Of Bankruptcy

Instrument Allocation

Top Tax Exempt Bond Fund Mutual Fund Constituents

JMSTJPMorgan Ultra Short MunicipalEtfMuni National Short
SUBiShares Short Term NationalEtfMuni National Short
MUBiShares National MuniEtfMuni National Interm
More Details

Tax Exempt Bond Risk Profiles

Tax-exempt Bond Against Markets

Other Information on Investing in Tax-exempt Mutual Fund

Tax-exempt Bond financial ratios help investors to determine whether Tax-exempt 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 Tax-exempt with respect to the benefits of owning Tax-exempt Bond security.
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