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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 201 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.9% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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. 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 bond funds. Through its investments in the underlying funds, the fund will have significant exposure to dividend-paying stocks. It will seek exposure to issuers domiciled outside the United States, including those domiciled in emerging markets.
Fees
Fees are Average compared to funds in the same category.
American Funds Tax-Advantaged Income Portfolio has an expense ratio of 0.05 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
