Morningstar

American Funds Preservation Portfolio Class R-2E RPBEX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Capital Group Investment Hub

Morningstar’s Analysis RPBEX

Will RPBEX outperform in the 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 RPBEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RPBEX 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 RPBEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Portfolios that play defense.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

The American Funds Preservation and Income series’ strong management team and thoughtful, research-based approach help it stand out among peers. The Conservative Income portfolio takes full advantage of the research-driven asset-allocation approach and strong lineup of underlying active managers, but the Preservation portfolio’s two-fund roster is less inspiring and limited in scope. The two portfolios are made available through model portfolios and separate accounts, with the Preservation portfolio also offered as a mutual fund.

by Stephen Margaria
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