PPEFX Mutual Fund
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 3 positions across various sectors. Inception date: 2012-05-18.
PPEFX performance shows a YTD return of -0.96%. The 1-year return is 0.27% and the 5-year return is 1.65%. PPEFX dividend yield stands at 4.13%, paid monthly.
PPEFX top holdings include Short Term Bond Fund Of America R6 (Stbf Cl R6) (54.8%), Intermediate Bond Fund Of America R6 (ibfa Cl R6) (44.8%). Go to all PPEFX holdings, PPEFX sectors, or PPEFX dividends.
PPEFX can be compared against other funds. Use PPEFX overlap to find shared positions, or PPEFX vs another fund for a side-by-side view. PPEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.