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American Funds Preservation Port A PPVAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See American Funds Investment Hub

Morningstar’s Analysis PPVAX

Will PPVAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PPVAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PPVAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PPVAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Conservatively curated.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

The American Funds Preservation and Income series touts an objectives-based approach and an experienced management team with improved resources. The Conservative Income portfolio’s solid mix of underlying funds add to its strength compared with the more constrained Preservation portfolio and its less inspiring lineup. The two portfolios are made available through model portfolios and separate accounts, with the Preservation portfolio also offered as a mutual fund. However, the price of the fund’s costliest shares, coupled with a competitive peer group, weigh on their long-term appeal.

by Stephen Margaria
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