TATEX
American Funds Tax-Exempt Fund of New York
American Funds Tax-Exempt Fund of New York

Portfolio concentration

As of January 31, 2026 · N-PORT
Holdings
249
Top-10 weight
9.23%
Effective holdings ?
202
Crowding ?
25.4

Holdings

As of January 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 TRIBOROUGH NY BRIDGE & TUNNEL AUTH REVENUES 3,115,000 $3.12M 1.09%
2 STATE OF NEW YORK SALES TAX REVENUE 5.0% 03-15-55 2,990,000 $3.09M 1.08%
3 NEW YORK UNIVERSITY 4.0% 07-01-46 3,050,000 $2.92M 1.02%
4 NYC TRANSITIONAL-C-1 2,760,000 $2.87M 1.01%
5 TRIBOROUGH NY BRIDGE TUNNEL TRBTRN 11/54 FIXED 5 2,750,000 $2.82M 0.99%
6 STATE OF NEW YORK SALES TAX REVENUE 5.0% 03-15-39 2,275,000 $2.37M 0.83%
7 TRIBOROUGH NY BRIDGE & TUNNEL REGD V/R B/E 2.70000000 2,295,000 $2.30M 0.80%
8 PORT AUTHORITY OF NEW YORK & NEW JERSEY 4.0% 02-15-43 2,305,000 $2.26M 0.79%
9 LONG IS PWR 5% 9/1/2047 2,225,000 $2.25M 0.79%
10 NYC MUNI WTR FIN-DD 2,320,000 $2.21M 0.77%
11 NY MUNI WTR FIN-CC-1 2,050,000 $2.15M 0.75%
12 NYC NY 5.25% 4/1/2054 2,035,000 $2.12M 0.74%
13 NYC WTR 5.25% 6/15/55 2,000,000 $2.11M 0.74%
14 NY MTA TRANSP 5% 11/15/2039 1,990,000 $2.07M 0.73%
15 LONG ISLAND PWR -A 2,000,000 $2.06M 0.72%
16 NYS EFC REVOLVING FUND GREEN 16B SF 4.0% 08-15-36 1,950,000 $1.95M 0.68%
17 BROOKLYN EVENTS CENTER LLC 5.0% 07-15-42 1,925,000 $1.93M 0.68%
18 NYC MUNI WTR FIN-AA-1 1,825,000 $1.91M 0.67%
19 NY ST TWY AUTH -SER N 1,900,000 $1.91M 0.67%
20 PROJECTNEW YORK TRANS NYTTRN 2,000,000 $1.89M 0.66%
21 NY TRANS CORP 5.50% 12/31/2054 @ 1,855,000 $1.88M 0.66%
22 NY NYEFAC 07/01/2056 NYEFAC 1,750,000 $1.87M 0.65%
23 NY ST THRUWAY AUTH-B 1,835,000 $1.85M 0.65%
24 NY TRANS CORP 5% 12/1/2042 @ NYTTRN 1,760,000 $1.84M 0.64%
25 NYC NY 5% 10/1/2044 1,715,000 $1.84M 0.64%
26 RESTRUCTURED-SER A-2 PRCGEN 1,834,000 $1.83M 0.64%
27 SYRACUSE UNIVERSITY 5.5% 12-01-56 1,640,000 $1.78M 0.62%
28 STATE OF NEW YORK SALES TAX REVENUE 4.0% 03-15-46 1,890,000 $1.76M 0.62%
29 TRIBOROUGH NY BRIDGE & TUNNEL REGD B/E 5.25000000 1,670,000 $1.75M 0.61%
30 HUDSON YDS INFR 5% 2/15/33 1,700,000 $1.74M 0.61%
31 TRIBOROUGH NY BRIDGE TUNNEL TRBTRN 05/54 FIXED 5.25 1,655,000 $1.73M 0.61%
32 NEW YORK NY CITY OF NEW YORK NY 1,500,000 $1.72M 0.60%
33 BATTERY PK REV 5.25% 11/1/55 1,575,000 $1.69M 0.59%
34 New York (City of), NY, Series 2024 C, GO Bonds 1,600,000 $1.68M 0.59%
35 MERCY UNIVERSITY 5.0% 07-01-39 1,625,000 $1.63M 0.57%
36 NEW YORK ST DORM AUTH REVENUES REGD B/E 5.50000000 1,500,000 $1.63M 0.57%
37 NYC HSG DEV CORP-F-1 2,405,000 $1.63M 0.57%
38 WHITE PLAINS HOSPITAL OBLIGATED GROUP 5.25% 10-01-49 NYSHGR 1,605,000 $1.62M 0.57%
39 NY TRANSPRTN DEV CORP NYTTRN 1,515,000 $1.60M 0.56%
40 TRIBOROUGH NY BRIDGE & TUNNEL TRIBOROUGH BRIDGE & TUNNEL AUTHORITY TRBGEN 1,515,000 $1.60M 0.56%
41 NY TRANS FIN AUTH-E 1,500,000 $1.59M 0.56%
42 NY URBAN DEV-A 1,500,000 $1.59M 0.56%
43 TRIBOROUGH NY BRIDGE & TUNNEL REGD B/E 5.00000000 1,500,000 $1.57M 0.55%
44 NY NYCUTL 5.25 06/15/2054 NYCUTL 1,500,000 $1.57M 0.55%
45 TRIPS OBLIGATED GROUP 5.5% 07-01-50 1,500,000 $1.56M 0.55%
46 STATE OF NEW YORK SALES TAX REVENUE 5.0% 03-15-49 1,500,000 $1.56M 0.55%
47 PORT NY NJ 5% 11/1/2044 1,500,000 $1.55M 0.54%
48 ROCHESTER GAS AND ELECTRIC CORP 4.0% 05-15-32 1,500,000 $1.55M 0.54%
49 STATE OF NEW YORK SALES TAX REVENUE 5.0% 03-15-54 1,500,000 $1.55M 0.54%
50 Utility Debt Securitization Authority, Series 2017 1,500,000 $1.55M 0.54%
1 / 6 Next ›

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.