Funds TAIAX Can Replace
183 funds
FSI > 80 out of 569 similar funds
American Funds Tax-Aware Conservative Growth and Income Portfolio Class A Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.
183 funds
FSI > 80 out of 569 similar funds
$222.26B
Assets in funds TAIAX can compete with and replace
#236
Rank among 569 similar funds
374 firms
104,013 connected advisors
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%.