TAFEX Mutual Fund

TAFEX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
0.58%
Dividend Yield (Current)
-
Holdings
10
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%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

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. Go to all TAFEX holdings, TAFEX sectors, or TAFEX dividends.

TAFEX can be compared against other funds. Use TAFEX overlap to find shared positions, or TAFEX vs another fund for a side-by-side view. TAFEX alternatives are available via the screener, along with tax-loss harvesting opportunities.