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

15.28
-0.08
(-0.52%)
As of 8:07:19 AM EDT. Market Open.
Loading Chart for TYIFX
  • Previous Close 15.36
  • YTD Return 1.10%
  • Expense Ratio 0.33%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 5.31B
  • Beta (5Y Monthly) 0.82
  • Yield 2.66%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.07
  • Inception Date Jan 27, 2017

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

5.31B

Net Assets

2017-01-27

Inception Date

Performance Overview: TYIFX

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Trailing returns as of 4/16/2025. Category is Allocation--30% to 50% Equity.

YTD Return

TYIFX
1.10%
Category
5.91%
 

1-Year Return

TYIFX
6.61%
Category
18.59%
 

3-Year Return

TYIFX
5.71%
Category
8.56%
 

5-Year Return

TYIFX
9.11%
Category
7.44%
 

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Holdings: TYIFX

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Sector Weightings

SectorTYIFX
Technology   20.15%
Industrials   16.53%
Healthcare   13.74%
Energy   3.92%
Utilities   3.81%
Real Estate   2.63%

Recent News: TYIFX

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Research Reports: TYIFX

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