TAFNX Mutual Fund

TAFNX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
0.57%
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

Cash: 0.02%
Other: 99.98%
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Peer Comparison

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

TAFNX Mutual Fund Overview

TAFNX Mutual Fund (American Funds Retirement Income Portfolio Moderate Series Class T) is managed by American Funds. TAFNX expense ratio is 0.57%, holding 10 positions across various sectors. Inception date: 2015-08-28.

TAFNX performance shows data across multiple time periods..

TAFNX top holdings include a diversified portfolio. Go to all TAFNX holdings, TAFNX sectors, or TAFNX dividends.

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