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Home>Fund Pages>American Funds >American Funds Tax-Advantaged Income Portfolio

Profile

Data Providers

Overview

  • category
    Mixed-Asset Target Alloc Moderate Funds
  • management type
    Active
  • total assets
    $1.08B
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Advisors Using This Fund

  • Ronald E Rogers
    Firestone, CO
    <$1M in this fund
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Assets

Net Assets

Total Net Assets

$1.08B

(Through Jul 2016)

Display Assets By

(Select one)
  • Net Assets
  • Share Class
  • Distribution Channel
There is no Net Asset data available to display at this time.

Flows

Net Flows

1 Year Net Flows

$277.17M

(Through Jul 2016)

Display Flows By

(Select one)
  • Net Flows
  • Share Class
  • Distribution Channel
There is no Net Flows data available to display at this time.
* BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

Fees

Fee Comparison

expense ratio range

0.13% to 1.12%

There is no Fee data available to display at this time.

Turnover

turnover

N/A

There is no Turnover data available to display at this time.

Performance

Growth of 10k

1 Year Return

6.05% to 7.48%

There is no Performance data available to display at this time.

Retirement

Top Plans

Plan Name % Allocation
Some Plan Name
10%
Some Other Really long plan Name
5%
Another Plan Name
10%
Finally, the Plan Name
5%
View all plans with this Fund

Managers

Current Fund Managers

  • John H. Smet

    01-01-2012 - present
  • Alan N. Berro

    01-01-2012 - present
  • Bradley J. Vogt

    01-01-2012 - present
  • Andrew B. Suzman

    01-01-2012 - present
  • James B. Lovelace

    01-01-2012 - present
  • Wesley K.-S. Phoa

    01-01-2012 - present
  • Joanna F. Jonsson

    01-01-2015 - present