Skip to Content

American Fds TaxAwr Cnsrv Gr&Inc Port F2 TXIFX

Analyst rating as of
NAV / 1-Day Return
14.55  /  0.83 %
Total Assets
4.5 Bil
Adj. Expense Ratio
0.410%
Expense Ratio
0.410%
Fee Level
Low
Longest Manager Tenure
9.99 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
2.27%
Turnover
Premium

Morningstar’s Analysis

Will TXIFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A treasure trove of underlying funds for the tax-conscious investor.

Summary

| |

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.

Unlock our full analysis with Morningstar Premium