TAICX Mutual Fund
TAICX Mutual Fund
TAICX Mutual Fund
American Funds Tax-Aware Conservative Growth and Income Portfolio Class C
TAICX Mutual Fund Overview
TAICX Mutual Fund (American Funds Tax-Aware Conservative Growth and Income Portfolio Class C) is managed by American Funds with $296.2M in net assets. TAICX expense ratio is 1.36%, holding 10 positions across sectors including Financials. Inception date: 2012-05-18.
TAICX performance shows a YTD return of 5.86%. The 1-year return is 13.09% and the 5-year return is 6.04%. TAICX dividend yield stands at 4.47%, paid quarterly.
TAICX top holdings include Capital Group Municipal High-Income Etf (23.6%), Capital Group Municipal Income Etf (19.7%), Capital Group Dividend Value Etf (16.4%), Capital World Growth & Income Fund R6 (Wgi Cl R6) (13.3%), Capital Group Dividend Growers Etf (10.2%). Go to all TAICX holdings, TAICX sectors, or TAICX dividends.
TAICX can be compared against other funds. Use TAICX overlap to find shared positions, or TAICX vs another fund for a side-by-side view. TAICX alternatives are available via the screener, along with tax-loss harvesting opportunities.