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American Funds Tax-Aware Conservative Growth and Income Portfolio (TXIFX)

15.20
-0.45
(-2.88%)
At close: 8:02:18 PM EDT
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  • Previous Close 15.65
  • YTD Return 1.14%
  • Expense Ratio 0.43%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 5.32B
  • Beta (5Y Monthly) 0.82
  • Yield 2.55%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.07
  • Inception Date May 18, 2012

The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will typically seek to generate income from their investments and may include growth-and-income, equity-income, balanced and fixed income funds. Through its investments in the underlying funds, the fund will have significant exposure to dividend-paying stocks. The fund will seek exposure to investments outside the United States, including in emerging markets.

American Funds

Fund Family

Allocation--30% to 50% Equity

Fund Category

5.32B

Net Assets

2012-05-18

Inception Date

Performance Overview: TXIFX

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Trailing returns as of 4/4/2025. Category is Allocation--30% to 50% Equity.

YTD Return

TXIFX
1.14%
Category
5.91%
 

1-Year Return

TXIFX
6.56%
Category
18.59%
 

3-Year Return

TXIFX
5.62%
Category
8.56%
 

5-Year Return

TXIFX
9.00%
Category
7.44%
 

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Holdings: TXIFX

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Sector Weightings

SectorTXIFX
Technology   19.98%
Industrials   16.76%
Healthcare   13.31%
Utilities   4.39%
Energy   3.94%
Real Estate   2.08%

Recent News: TXIFX

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Research Reports: TXIFX

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