TAIFX Mutual Fund
TAIFX Mutual Fund
TAIFX Mutual Fund
American Funds Tax-Aware Conservative Growth and Income Portfolio Class F1
TAIFX Mutual Fund Overview
TAIFX Mutual Fund (American Funds Tax-Aware Conservative Growth and Income Portfolio Class F1) is managed by American Funds with $215.6M in net assets. TAIFX expense ratio is 0.70%, holding 10 positions across sectors including Financials. Inception date: 2012-05-18.
TAIFX performance shows a YTD return of 6.73%. The 1-year return is 12.59% and the 5-year return is 6.26%. TAIFX dividend yield stands at 5.04%, paid quarterly.
TAIFX top holdings include Capital Group Municipal High-Income Etf (24.2%), Capital Group Municipal Income Etf (20.3%), Capital Group Dividend Value Etf (16.9%), Capital World Growth And Income Fund, Class R-6 (11.4%), Capital Group Dividend Growers Etf (10.4%). Go to all TAIFX holdings, TAIFX sectors, or TAIFX dividends.
TAIFX can be compared against other funds. Use TAIFX overlap to find shared positions, or TAIFX vs another fund for a side-by-side view. TAIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.