TAFEX Mutual Fund

TER0.58%

Holdings10

TAFEX Mutual Fund

American Funds Retirement Income Portfolio Enhanced - Class T

TER0.58%

Holdings10

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Fund Essentials

Net Assets

Expense Ratio

0.58%

Dividend Yield (Current)

Holdings

Inception Date

Aug 28, 2015

Fund Family

American Funds

Investment Style

PRO

Asset Class

PRO

Legal Structure

PRO

Dividend Frequency

Quarterly

Performance

Asset Allocation

Other: 100.00%

Price Chart (6M)

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Top Holdings

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Ticker	Name	Weight

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Peer Comparison

Benchmark

PRO

Peer outperformance: PRO

Category rank: PRO

This Mutual Fund

PRO

Peer Avg

PRO

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Category rank, peer-average returns and outperformance, updated daily.

$49$29/mo

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TAFEX Mutual Fund Overview

TAFEX Mutual Fund (American Funds Retirement Income Portfolio Enhanced - Class T) is managed by American Funds. TAFEX expense ratio is 0.58%, holding 10 positions across various sectors. Inception date: 2015-08-28.

TAFEX performance shows data across multiple time periods..

TAFEX top holdings include a diversified portfolio. View all TAFEX holdings, sector breakdown, or dividend history.

TAFEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TAFEX alternatives are available via the screener, along with tax-loss harvesting opportunities.