American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX) Alternatives
American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TAIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to TAIAX
TAIAX charges 0.34% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TAIAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | TAIAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | TAIAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | TAIAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | TAIAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | TAIAX vs MAANX |
Best Risk-Adjusted Alternatives to TAIAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | TAIAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | TAIAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | TAIAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | TAIAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | TAIAX vs PMAIX |
Top Performing TAIAX Alternatives (YTD)
TAIAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | TAIAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | TAIAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | TAIAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | TAIAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | TAIAX vs CONWX |
Lowest Volatility Alternatives to TAIAX
TAIAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | TAIAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | TAIAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | TAIAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | TAIAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | TAIAX vs SICIX |
Lowest Drawdown Alternatives to TAIAX
TAIAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | TAIAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | TAIAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | TAIAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | TAIAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | TAIAX vs SICIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With TAIAX
What investors most often compare with TAIAX, based on PortfoliosLab usage data.
Compare TAIAX with Any Fund or Stock
Compare TAIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.