Which Funds Can TAIAX Replace?

American Funds Tax-Aware Conservative Growth and Income Portfolio Class A Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds TAIAX Can Replace

183 funds

FSI > 80 out of 569 similar funds

Competing Fund AUM

$222.26B

Assets in funds TAIAX can compete with and replace

Outperformance Rank

#236

Rank among 569 similar funds

Who Holds Credible Replacements?

374 firms

104,013 connected advisors

Opportunity analysis

TAIAX can replace 183 funds with FSI above 80 out of 569 similar funds, representing $222.26B in competing fund AUM. Its outperformance rank is #236 among those similar funds. 374 13F firms and 104,013 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 37.4%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
0.66%
Assets under management
$6.49B

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