American Funds Tax Advantaged Fund Quote
| TAIAX Fund | USD 16.01 0.06 0.38% |
PerformanceVery Weak
| Odds Of DistressLow
|
American Funds is trading at 16.01 as of the 25th of March 2025; that is 0.38% up since the beginning of the trading day. The fund's open price was 15.95. American Funds has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will typically seek to generate income from their investments and may include growth-and-income, equity-income, balanced and fixed income funds. More on American Funds Tax Advantaged
Moving together with American Mutual Fund
American Mutual Fund Highlights
| Fund Concentration | American Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, American Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | October |
American Funds Tax Advantaged [TAIAX] is traded in USA and was established 25th of March 2025. American Funds is listed under American Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of American Funds family. This fund at this time has accumulated 4.54 B in assets with no minimum investment requirementsAmerican Funds Tax is currently producing year-to-date (YTD) return of 1.72% with the current yeild of 0.02%, while the total return for the last 3 years was 5.58%.
Check American Funds Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as American Funds Tax Advantaged Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top American Funds Tax Advantaged Mutual Fund Constituents
| RMFGX | American Mutual Fund | Mutual Fund | Large Value | |
| RWIGX | Capital World Growth | Mutual Fund | World Large-Stock Blend | |
| RWMGX | Washington Mutual Investors | Mutual Fund | Large Blend |
American Funds Tax Risk Profiles
| Mean Deviation | 0.387 | |||
| Standard Deviation | 0.5631 | |||
| Variance | 0.317 | |||
| Risk Adjusted Performance | (0.06) |
American Funds Against Markets
Other Information on Investing in American Mutual Fund
American Funds financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Funds security.
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