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American Funds Tax-Aware Conservative Growth and Income Portfolio Class A (TAIAX) Similar Funds

Comparison results
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CAARXCalvert Conservative Allocation Fund - Class R6―0.73%219.88M
VGCLXConservative Growth Lifestyle Fund―0.60%275.43M
TATAXAmerican Funds Tax-Aware Conservative Growth and Income Portfolio Class T―0.61%6.77B
MNEVXMainStay Conservative ETF Allocation Fund Simple Class―1.15%63.37M
MNERXMainStay Conservative ETF Allocation Fund Class R3―1.25%63.37M
MNELXMainStay Conservative ETF Allocation Fund Class I―0.65%63.37M
MNEKXMainStay Conservative ETF Allocation Fund Class C―1.65%63.37M
MNEAXMainStay Conservative ETF Allocation Fund Class A―0.90%63.37M
MNCWXManning & Napier Pro-Blend Conservative Term Series Class W―0.10%267.60M
MCKKXMainStay Conservative Allocation Fund, Class R2―0.96%396.09M

Performance Comparison

-2%0%3%5%8%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
Performance comparison by fund
TickerCompany NamePriceChange% Change
CAARXCalvert Conservative Allocation Fund - Class R619.200.844.56%
VGCLXConservative Growth Lifestyle Fund12.530.201.62%
TATAXAmerican Funds Tax-Aware Conservative Growth and Income Portfolio Class T―――
MNEVXMainStay Conservative ETF Allocation Fund Simple Class11.860.292.51%
MNERXMainStay Conservative ETF Allocation Fund Class R311.850.292.51%
MNELXMainStay Conservative ETF Allocation Fund Class I11.870.302.59%
MNEKXMainStay Conservative ETF Allocation Fund Class C11.860.292.51%
MNEAXMainStay Conservative ETF Allocation Fund Class A11.890.302.59%
MNCWXManning & Napier Pro-Blend Conservative Term Series Class W13.440.423.27%
MCKKXMainStay Conservative Allocation Fund, Class R211.660.000.00%