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

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to TAIFX

TAIFX charges 0.70% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TAIFX alternatives.

Symbol	Name	Expense Ratio	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	Jan 1, 2022	TAIFX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	Sep 12, 2017	TAIFX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	Dec 8, 2011	TAIFX vs TSAIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	Feb 9, 2022	TAIFX vs FYMIX
BWBIX	Baron WealthBuilder Fund	0.05%	Dec 28, 2017	TAIFX vs BWBIX

Best Risk-Adjusted Alternatives to TAIFX

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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	Nov 16, 2003	TAIFX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	Dec 24, 2002	TAIFX vs TIBIX
BERIX	Chartwell Income Fund	96	Sep 2, 1987	TAIFX vs BERIX
NWQIX	Nuveen Flexible Income Fund	95	Dec 8, 2009	TAIFX vs NWQIX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	TAIFX vs PMAIX

Top Performing TAIFX Alternatives (YTD)

TAIFX alternatives from the Diversified Portfolio category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	9.34%	Apr 8, 2012	TAIFX vs SIFAX
PUDZX	PGIM Real Assets Fund	9.23%	Dec 29, 2010	TAIFX vs PUDZX
IOEZX	ICON Equity Income Fund	8.64%	May 9, 2004	TAIFX vs IOEZX
AAAAX	DWS RREEF Real Assets Fund - Class A	8.59%	Jul 30, 2007	TAIFX vs AAAAX
CONWX	Concorde Wealth Management Fund	8.18%	Dec 3, 1987	TAIFX vs CONWX

Lowest Volatility Alternatives to TAIFX

TAIFX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.93%	Nov 16, 2003	TAIFX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.64%	Apr 8, 2012	TAIFX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.44%	Apr 30, 2003	TAIFX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.47%	Sep 13, 2012	TAIFX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	3.66%	Nov 16, 2003	TAIFX vs SICIX

Lowest Drawdown Alternatives to TAIFX

TAIFX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.59%	Nov 16, 2003	TAIFX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	Apr 8, 2012	TAIFX vs SCLAX
AVEFX	Ave Maria Bond Fund	-2.52%	Apr 30, 2003	TAIFX vs AVEFX
CSTAX	American Funds College 2027 Fund	-2.72%	Sep 13, 2012	TAIFX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.73%	Nov 16, 2003	TAIFX vs SICIX

Other Mutual Funds from American Funds

Most popular American Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	81	-2.86%	Jul 26, 1975	TAIFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	48	-7.68%	Jan 1, 1934	TAIFX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	-11.15%	Dec 1, 1973	TAIFX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	-5.27%	Jul 31, 1952	TAIFX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	57	-5.45%	—	TAIFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	70	-6.13%	Jan 8, 1978	TAIFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	38	-8.14%	Mar 13, 1973	TAIFX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	29	-11.18%	Dec 1, 1973	TAIFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend, Actively Managed	81	1.48%	Dec 1, 1973	TAIFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	23	-11.82%	Jan 5, 1967	TAIFX vs AMCPX

Often Compared With TAIFX

What investors most often compare with TAIFX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FMSDX	Fidelity Multi-Asset Income Fund	Diversified Portfolio	80	0.32%	Sep 9, 2015	TAIFX vs FMSDX
FADMX	Fidelity Strategic Income Fund	Total Bond Market	93	-0.89%	Oct 31, 1994	TAIFX vs FADMX
INCM	Franklin Income Focus ETF	Diversified Portfolio	86	3.92%	Jun 6, 2023	TAIFX vs INCM
JMUIX	Janus Henderson Multi-Sector Income Fund	Multisector Bonds	93	-1.21%	Feb 27, 2014	TAIFX vs JMUIX
VWINX	Vanguard Wellesley Income Fund Investor Shares	Diversified Portfolio	68	-0.45%	Jul 1, 1970	TAIFX vs VWINX
FBALX	Fidelity Balanced Fund	Diversified Portfolio	73	-3.70%	Nov 6, 1986	TAIFX vs FBALX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	26	-0.76%	Aug 8, 2013	TAIFX vs QBDSX
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	93	7.48%	Nov 3, 2009	TAIFX vs TPDAX
WWWEX	Kinetics The Global Fund	Diversified Portfolio	12	5.17%	Dec 30, 1999	TAIFX vs WWWEX

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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American Funds Tax-Aware Conservative Growth & Income Portfolio F1

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