TATAX Mutual Fund

TATAX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
0.61%
Dividend Yield (Current)
-
Holdings
10
Inception Date
May 18, 2012
Fund Family
American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

Asset Allocation

Cash: 0.36%
Other: 99.64%
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Peer Comparison

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

TATAX Mutual Fund Overview

TATAX Mutual Fund (American Funds Tax-Aware Conservative Growth and Income Portfolio Class T) is managed by American Funds. TATAX expense ratio is 0.61%, holding 10 positions across various sectors. Inception date: 2012-05-18.

TATAX performance shows data across multiple time periods..

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

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