American Funds Preservation Portfolio Class R-2E RPBEX
Strategy
The investment seeks to provide current income, consistent with preservation of capital. The fund invests in a mix of American Funds fixed income funds. It will principally invest in funds that seek current income through investments in bonds or in other fixed income instruments. The underlying funds may hold securities issued and guaranteed by the U.S. government, securities issued by federal agencies and instrumentalities and securities backed by mortgages or other assets. The investment adviser anticipates that exposure to mortgage-backed securities and asset-backed securities may help the fund generate current income.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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PPVFX
| American Funds Preservation Portfolio Class F-1 | No Load | Open | $15.11M | 0.660% | Above Average | $250 | −$467,296.28 | |||
PPEFX
| American Funds Preservation Portfolio Class F-2 | No Load | Open | $155.92M | 0.370% | Below Average | $250 | $2.32M | |||
FPPPX
| American Funds Preservation Portfolio Class 529-F-2 | No Load | Open | $64.50M | 0.380% | Below Average | $250 | $4.62M | |||
CPQGX
| American Funds Preservation Portfolio Class ABLE-F-2 | No Load | Open | $434,068.00 | 0.310% | Low | $250 | $96,942.40 | |||
FFPPX
| American Funds Preservation Portfolio Class 529-F-3 | No Load | Open | $10,784.00 | 0.330% | Low | $250 | $110.22 | |||
PPFFX
| American Funds Preservation Portfolio Class F-3 | Institutional | Open | $46.92M | 0.280% | Low | $1M | $2.59M | |||
PPVAX
| American Funds Preservation Portfolio Class A | Front Load | Open | $1.18B | 0.660% | Average | $250 | −$56.58M | |||
CPPAX
| American Funds Preservation Portfolio Class 529-A | Front Load | Open | $181.96M | 0.630% | Below Average | $250 | $1.10M | |||
CPPGX
| American Funds Preservation Portfolio Class ABLE-A | Front Load | Open | $2.08M | 0.510% | Low | $250 | $372,601.71 | |||
PPVCX
| American Funds Preservation Portfolio Class C | Level Load | Open | $35.74M | 1.360% | Below Average | $250 | −$7.12M | |||
CPPCX
| American Funds Preservation Portfolio Class 529-C | Level Load | Open | $8.36M | 1.400% | Average | $250 | −$81,128.70 | |||
CPPEX
| American Funds Preservation Portfolio Class 529-E | Level Load | Open | $4.02M | 0.870% | Low | $250 | −$302,063.62 | |||
RPPGX
| American Funds Preservation Portfolio Class R-6 | Retirement, Large | Open | $38.20M | 0.280% | Low | $250 | −$1.31M | |||
RPPFX
| American Funds Preservation Portfolio Class R-5 | Retirement, Large | Open | $2.39M | 0.340% | Below Average | $250 | −$302,806.75 | |||
RGMFX
| American Funds Preservation Portfolio Class R-5E | Retirement, Large | Open | $4.13M | 0.430% | Above Average | $250 | $17,862.27 | |||
RPPCX
| American Funds Preservation Portfolio Class R-3 | Retirement, Medium | Open | $19.77M | 0.920% | Above Average | $250 | −$3.55M | |||
RPPEX
| American Funds Preservation Portfolio Class R-4 | Retirement, Medium | Open | $8.35M | 0.620% | Low | $250 | −$3.17M | |||
RPPVX
| American Funds Preservation Portfolio Class R-1 | Retirement, Small | Open | $1.08M | 1.360% | High | $250 | −$94,718.39 | |||
RPPBX
| American Funds Preservation Portfolio Class R-2 | Retirement, Small | Open | $16.55M | 1.320% | Above Average | $250 | −$1.13M | |||
RPBEX
| American Funds Preservation Portfolio Class R-2E | Retirement, Small | Open | $477,140.00 | 1.090% | Below Average | $250 | $251,581.81 |
United States