TAIAX Mutual Fund

NAV$18.04

TER0.66%

Holdings10

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TAIAX Mutual Fund

NAV$18.04

American Funds Tax-Aware Conservative Growth and Income Portfolio Class A

TER0.66%

Holdings10

See how much of TAIAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

FundXLS Pro

See the full sector breakdown of TAIAX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

PRO

of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

TAIAX Mutual Fund Sector Allocation

TAIAX sector allocation breaks down across Financials (16.3%). Across 10 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

TAIAX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

TAIAX by country shows geographic exposure. TAIAX overlap reveals how sector exposure compares with other funds.