TAICX Mutual Fund

NAV$17.87

AUM$296M

TER1.36%

Holdings10

See how much of TAICX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

TAICX Mutual Fund

NAV$17.87

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

AUM$296M

TER1.36%

Holdings10

See how much of TAICX you already own

Just $25 once·$69/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 TAICX

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

Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

From MarketXLS, trusted since 2014.

Sector Concentration AnalysisPRO

Top 3 Sectors

PRO

of total portfolio

Concentration Level

PRO

concentration risk

Largest Sector

PRO

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

TAICX Mutual Fund Sector Allocation

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

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

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