American Funds Tax-Aware Conservative Growth and Income Portfolio

American Funds Tax-Aware Conservative Growth and Income Portfolio is a registered fund series of AMERICAN FUNDS PORTFOLIO SERIES (series S000036464). Net assets $6.5B as of 2026-04-30.

Profile

Advisers

Top holdings (19 reported)

Showing 15 of 19 holdings by value.

HoldingTickerValue% of fund
CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF$1.5B2356.44%
CAPITAL GROUP MUNICIPAL INCOME ETF$1.3B1966.45%
CAPITAL GROUP DIVIDEND VALUE ETF$1.1B1641.20%
CAPITAL WORLD GROWTH & INCOME FUND$861.1M1326.42%
CAPITAL GROUP DIVIDEND GROWERS ETF$664.4M1023.43%
CAPITAL GROUP CONSERVATIVE EQUITY ETF$313.9M483.49%
CAPITAL GROUP GLOBAL EQUITY ETF$272.6M419.92%
CAPITAL GROUP CORE EQUITY ETF$257.8M397.19%
CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF$225.5M347.32%
CAPITAL GROUP CENTRAL CASH FUND$18.2M27.99%
CAPITAL GROUP CENTRAL CASH FUND$2.5M3.92%
BLACKROCK FEDFUND$1.2M1.85%
MORGAN STANLEY INVST MGT INC - MORGAN STANLEY INSTL LIQUIDITY FUND - GOVT PRTFLO$1.2M1.85%
DREYFUS CASH MANAGEMENT FUNDS - DREYFUS TREASURY AND AGENCY CASH MANAGEMENT$500K0.77%
STATE STREET INSTITUTIONAL US GOVERNMENT MONEY MARKET FUND$400K0.62%

Net asset history

Report dateNet assets
2026-04-30$6.5B
2026-01-31$6.3B
2025-10-31$6.0B
2025-07-31$5.6B
2025-04-30$5.3B
2025-01-31$5.4B
2024-10-31$5.2B
2024-07-31$5.0B

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