# Personal Investment Management Core Municipal Bond Portfolio — new fund registration

PERSONAL INVESTMENT MANAGEMENT PORTFOLIO SERIES registered fund series on Form N-1A/A, filed 2010-02-12. Featured series: Personal Investment Management Core Municipal Bond Portfolio.

## Registration

- Registrant / trust: PERSONAL INVESTMENT MANAGEMENT PORTFOLIO SERIES
- CIK: 0001474365
- Form: N-1A/A
- Filed: 2010-02-12
- State of incorporation: DE
- Accession: 0001474365-10-000002
- Reported net assets: $564.9M

## Series & classes (5)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [Personal Investment Management Core Municipal Bond Portfolio](https://search.stillhousedata.com/fund/S000027394) | Share class | — | — |
| [Personal Investment Management Short-Term Municipal Bond Portfolio](https://search.stillhousedata.com/fund/S000027395) | Share class | — | — |
| [Personal Investment Management California Core Municipal Bond Portfolio](https://search.stillhousedata.com/fund/S000027396) | Share class | CCCMX | — |
| [Personal Investment Management California Short-Term Municipal Bond Portfolio](https://search.stillhousedata.com/fund/S000027397) | Share class | CCSTX | — |
| [Personal Investment Management Core Bond Portfolio](https://search.stillhousedata.com/fund/S000027398) | Share class | — | — |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.00%
- Gross expense ratio: 0.28%
- Management fee: 0.25%
- Net expense ratio: 0.40%
- Other expenses: 0.03%

## Investment objective

The fund seeks to provide current income exempt from federal income tax while preserving your investment.

## Advisers

- [Capital Research and Management Company (Advisor)](https://search.stillhousedata.com/firm/110885)

## Other filings by this registrant (7)

- [485APOS — 2016-01-04](https://search.stillhousedata.com/launch/0000051931-16-001733)
- [485APOS — 2011-02-15](https://search.stillhousedata.com/launch/0001474365-11-000007)
- [485APOS — 2011-02-04](https://search.stillhousedata.com/launch/0000051931-11-000048)
- [485APOS — 2010-11-30 (3 new series)](https://search.stillhousedata.com/launch/0000051931-10-000794)
- [N-1A/A — 2010-04-06](https://search.stillhousedata.com/launch/0000051931-10-000242)
- [N-1A/A — 2010-04-01](https://search.stillhousedata.com/launch/0000051931-10-000238)
- [N-1A — 2009-11-13 (5 new series)](https://search.stillhousedata.com/launch/0000051931-09-001451)

## More

- [Registrant profile: PERSONAL INVESTMENT MANAGEMENT PORTFOLIO SERIES](https://search.stillhousedata.com/registrant/1474365)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001474365-10-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.