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 292 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | TAIFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TAIFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TAIFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TAIFX vs BWBIX | |
| 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 75. There are 123 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | TAIFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TAIFX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | TAIFX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | TAIFX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | TAIFX vs FSRKX |
Top Performing TAIFX Alternatives (YTD)
TAIFX is at 6.51% YTD. There are 299 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | TAIFX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | TAIFX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | TAIFX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | TAIFX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | TAIFX vs DGIFX |
Lowest Volatility Alternatives to TAIFX
TAIFX has 6.33% 1-year volatility. There are 151 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | TAIFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | TAIFX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | TAIFX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | TAIFX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | TAIFX vs CSTAX |
Lowest Drawdown Alternatives to TAIFX
TAIFX has a 1-year max drawdown of -5.85%. There are 218 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 | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | TAIFX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | TAIFX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | TAIFX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | TAIFX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | TAIFX vs FSRRX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.
Often Compared With TAIFX
Investors most often compare TAIFX with INCM, FMSDX, JMUIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare TAIFX with Any Fund or Stock
Compare TAIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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