American Funds Preservation PortfolioCPPEX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.9B
Expense ratio
0.87%
1-year return
+1.4%
3 years, a year
+4.0%
5 years, a year
+1.2%
12-month yield
3.32%
Holdings
2
What it aims to do.
The funds investment objective is to provide current income, consistent with preservation of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Short Term Bond Fund Of America | 54.86% |
| Intermediate Bond Fund Of America | 44.83% |
More on CPPEX.
- CPPEX overview
- CPPEX holdings
- CPPEX risk
- CPPEX costs
- CPPEX money in and out
- CPPEX share classes
- Compare CPPEX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.