Is TAIFX a strong bond fund right now?
The post Is TAIFX a strong bond fund right now? appeared on BitcoinEthereumNews.com.
If you have been looking for Muni – Bonds funds, a place to start could be American Funds Tax-Aware Conservative Growth and Income F-1 (TAIFX). TAIFX carries a Zacks Mutual Fund Rank of 2 (Buy), which is based on various forecasting factors like size, cost, and past performance. Objective We classify TAIFX in the Muni – Bonds category, an area rife with potential choices. Muni – Bonds funds focus their investments on debt securities issued by state and local governments. These are typically used to pay for the construction of infrastructure, the operation of public schools, and other municipal functions. These securities can come in the form of revenue bonds, which are backed by taxes, as well as “general obligation” bonds that are not backed by a defined source. Investors are usually interested that come with most municipal bonds, which can be especially important for those in higher tax brackets. History of fund/manager American Funds is responsible for TAIFX, and the company is based out of Los Angeles, CA. The American Funds Tax-Aware Conservative Growth and Income F-1 made its debut in May of 2012 and TAIFX has managed to accumulate roughly $287.00 million in assets, as of the most recently available information. A team of investment professionals is the fund’s current manager. Performance Obviously, what investors are looking for in these funds is strong performance relative to their peers. TAIFX has a 5-year annualized total return of 8.62%, and is in the top third among its category peers. If you’re interested in shorter time frames, do not dismiss looking at the fund’s 3-year annualized total return of 12.86%, which places it in the top third during this time-frame. It is important to note that the product’s returns may not reflect all its expenses. Any fees not reflected would lower…
Filed under: News - @ December 1, 2025 3:29 pm