TAIFX Mutual Fund

NAV$17.95

AUM$216M

TER0.70%

Holdings10

TAIFX Mutual Fund

NAV$17.95

American Funds Tax-Aware Conservative Growth and Income Portfolio Class F1

AUM$216M

TER0.70%

Holdings10

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Holdings Overlap Analysis

Compare TAIFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TAIFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TAIFX Mutual Fund Overlap Analysis

TAIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

TAIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, TAIFX may share significant positions with broad-market funds.

TAIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TAIFX tax-loss harvesting finds highly correlated but non-identical funds.