American Funds Tax-Aware Conservative Growth and Income uses impressive underlying strategies that complement each other well. For tax-conscious investors, this fund should serve as a suitable core holding. It earns a Morningstar Analyst Rating of Silver for all but the most expensive share class, which is rated Neutral.
Will TXIFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TXIFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TXIFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of TXIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.