TAIFX Alternatives & Similar Mutual Funds

American Funds Tax-Aware Conservative Growth & Income Portfolio F1 (TAIFX) 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 TAIFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to TAIFX

TAIFX charges 0.70% annually. There are 295 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	—	Jan 2022	TAIFX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	TAIFX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	TAIFX vs TSAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	0.05%	12.30B	Sep 1994	TAIFX vs VTMFX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	—	Feb 2022	TAIFX vs FYMIX

Best Risk-Adjusted Alternatives to TAIFX

TAIFX has a PortfoliosLab risk / return rank of 73. There are 100 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003	TAIFX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	TAIFX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	TAIFX vs NWQIX
AYBLX	Pioneer Balanced ESG Fund	94	—	Dec 1991	TAIFX vs AYBLX
AOBLX	Victory Pioneer Balanced Fund Class A	94	—	Dec 1991	TAIFX vs AOBLX

Top Performing TAIFX Alternatives (YTD)

TAIFX is at 6.03% YTD. There are 242 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.82%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	33.82%	—	Jan 1998	TAIFX vs EKBAX
GRSPX	Greenspring Fund	21.42%	—	Jun 1983	TAIFX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	19.08%	—	Aug 1998	TAIFX vs MHELX
TIBIX	Thornburg Investment Income Builder Fund Class I	16.76%	—	Dec 2002	TAIFX vs TIBIX
IOEZX	ICON Equity Income Fund	13.95%	—	May 2004	TAIFX vs IOEZX

Lowest Volatility Alternatives to TAIFX

TAIFX has 6.68% 1-year volatility. There are 150 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.85%	—	Nov 2003	TAIFX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.83%	—	Apr 2012	TAIFX vs SCLAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.85%	—	Nov 2003	TAIFX vs SICIX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	TAIFX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.14%	—	Sep 2012	TAIFX vs CSTAX

Lowest Drawdown Alternatives to TAIFX

TAIFX has a 1-year max drawdown of -5.85%. There are 216 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.36%	—	Nov 2003	TAIFX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	TAIFX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	TAIFX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	TAIFX vs SICIX
CSTAX	American Funds College 2027 Fund	-2.72%	—	Sep 2012	TAIFX vs CSTAX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	78	8.56%	—	Jul 1975	TAIFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	39	7.93%	—	Jan 1934	TAIFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	36	5.38%	—	Jul 1952	TAIFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	23	6.76%	—	Dec 1973	TAIFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	36	9.53%	—	May 2009	TAIFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	59	12.29%	—	Aug 1978	TAIFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	21	4.50%	—	Mar 1973	TAIFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	23	6.70%	—	Dec 1973	TAIFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	50	5.52%	—	Dec 1973	TAIFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	18	3.42%	—	Jan 1967	TAIFX vs AMCPX

Often Compared With TAIFX

Investors most often compare TAIFX with INCM, FMSDX, JMUIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
INCM	Franklin Income Focus ETF	Diversified Portfolio	89	6.20%	1.60B	Jun 2023	TAIFX vs INCM
FMSDX	Fidelity Multi-Asset Income Fund	Diversified Portfolio	39	5.12%	—	Sep 2015	TAIFX vs FMSDX
JMUIX	Janus Henderson Multi-Sector Income Fund	Multisector Bonds	75	1.26%	—	Feb 2014	TAIFX vs JMUIX
FADMX	Fidelity Strategic Income Fund	Total Bond Market	84	3.12%	—	Oct 1994	TAIFX vs FADMX
VWINX	Vanguard Wellesley Income Fund Investor Shares	Diversified Portfolio	52	3.47%	48.10B	Jul 1970	TAIFX vs VWINX
FXIFX	Fidelity Freedom Index 2030 Fund Investor Class	Target Retirement Date	59	6.57%	—	Oct 2009	TAIFX vs FXIFX
FBALX	Fidelity Balanced Fund	Diversified Portfolio	81	8.80%	—	Nov 1986	TAIFX vs FBALX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	79	9.68%	—	Dec 2010	TAIFX vs PUDZX
WWWEX	Kinetics The Global Fund	Diversified Portfolio	2	-0.12%	—	Dec 1999	TAIFX vs WWWEX
FFRHX	Fidelity Floating Rate High Income Fund	Bank Loan	92	1.37%	—	Aug 2000	TAIFX vs FFRHX
PMAIX	Pioneer Multi-Asset Income Fund A	Diversified Portfolio, Dividend	79	4.35%	—	Dec 2011	TAIFX vs PMAIX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	88	5.88%	—	Oct 2018	TAIFX vs FIQDX
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	69	5.89%	—	Dec 1987	TAIFX vs CONWX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	4	-0.63%	—	Aug 2013	TAIFX vs QBDSX
BERIX	Chartwell Income Fund	Diversified Portfolio	57	1.79%	—	Sep 1987	TAIFX vs BERIX
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	42	5.72%	—	Nov 2009	TAIFX vs TPDAX
BWBIX	Baron WealthBuilder Fund	Diversified Portfolio	12	2.12%	—	Dec 2017	TAIFX vs BWBIX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	83	5.28%	—	Sep 2005	TAIFX vs FCSRX
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	88	5.86%	—	Sep 2005	TAIFX vs FSRKX
AAAAX	DWS RREEF Real Assets Fund - Class A	Diversified Portfolio	14	3.23%	—	Jul 2007	TAIFX vs AAAAX

Compare TAIFX with Any Fund or Stock

Compare TAIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair TAIFX with funds that move differently

American Funds Tax-Aware Conservative Growth & Income Portfolio F1 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TAIFX.

Explore TAIFX Diversifiers

American Funds Tax-Aware Conservative Growth & Income Portfolio F1 (TAIFX) Alternatives