Morningstar

American Fds TaxAwr Cnsrv Gr&Inc Port F1 TAIFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See American Funds Investment Hub

Morningstar’s Analysis TAIFX

Will TAIFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TAIFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TAIFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TAIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Now even more tax aware.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

We have qualitatively reviewed American Funds Tax-Aware Growth and Income series and reaffirmed its Process and People ratings. The series’ three portfolios are available through model portfolios and separate accounts, with the Tax-Aware Conservative Growth and Income portfolio also offered as a mutual fund. The following text is from July 25, 2023.

by Stephen Margaria
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