PPEFX Mutual Fund
PPEFX Mutual Fund
American Funds Preservation Portfolio Class F-2
PPEFX Mutual Fund Overview
PPEFX Mutual Fund (American Funds Preservation Portfolio Class F-2) is managed by American Funds. PPEFX expense ratio is 0.37%, holding 2 positions across sectors including Unknown. Inception date: 2012-05-18.
PPEFX performance shows a YTD return of 0.38%. The 1-year return is 2.83% and the 5-year return is 1.71%. PPEFX dividend yield stands at 4.10%, paid monthly.
PPEFX top holdings include Short Term Bond Fund Of America R6 (stbf Cl R6) (54.9%), Intermediate Bond Fund Of America R6 (ibfa Cl R6) (44.8%). View all PPEFX holdings, sector breakdown, or dividend history.
PPEFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PPEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.