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TAIAX
Mutual Fund ticker: NASDAQ
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American Fds TaxAwr Cnsrv Gr&Inc Port A (TAIAX) Ownership - Who owns American Fds TaxAwr Cnsrv Gr&Inc Port A?

The investment seeks current income, a portion of which is exempt from regular federal income tax, while secondarily striving for long-term growth of capital... Show more

Profile

Category
Moderately Conservative Allocation
Address
American Funds Portfolio Series333 South Hope StreetLos Angeles
Phone
213-486-9200
Web
www.americanfunds.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.64
Min. Initial Investment
250.00
Fund Existence
about 13 years
Turnover
N/A
Front Load
3.75
Net Assets
5454983000.00
Manager Tenure
N/A

Fundamentals

TAIAX
Net Assets
5.46B
Fund Existence
about 13 years
Turnover
N/A
Total Expense Ratio
0.64
Front Load
3.75%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
250
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Conservative Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.64
Assets in Top Ten Holdings
4.63B
Average Credit Quality
13
Average Effective Duration
6.46
Average Effective Maturity
11.49
Fund of Funds
Yes
Fund Share Class Net Assets
4.03B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
7.44
No Load Fund
No
Number of Long Holdings
8.00
Number of Net Holdings
9.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
99.69%
Gain YTD
3.851
Annual Yield % from dividends
2.30
Returns for 1 year
5.77
Returns for 3 years
14.35
Returns for 5 years
26.61
Returns for 10 years
39.27
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
American Funds Portfolio Series333 South Hope StreetLos Angeles
Phone
213-486-9200
Web
www.americanfunds.com