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15 important things you should know about American Funds PPEFX mutual fund

Updated: September 18, 2020
75
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets

Before we start: if you’re looking for PPEFX “stock” price, you can quickly find it out by visiting Finny and typing "PPEFX quote". If you’re looking for a quick scoop on PPEFX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "PPEFX". You’ll get all this info in one place.

Are you looking to buy or sell PPEFX? Or perhaps you’re looking for PPEFX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this PPEFX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: PPEFX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: PPEFX buy or sell; the pros and cons of investing in PPEFX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to PPEFX.

And here is the list of questions we’ll answer:

  1. Describe American Funds Portfolio Series: American Funds Preservation Portfolio; Class F-2 Shares (PPEFX).
  2. What are PPEFX holdings?
  3. What is PPEFX performance? What are PPEFX historical returns?
  4. How many up and down years did PPEFX have historically?
  5. What is PPEFX dividend yield?
  6. What is PPEFX minimum initial investment amount?
  7. What is PPEFX expense ratio?
  8. Does PPEFX have any sales loads or 12b-1 distribution expenses?
  9. What is PPEFX tax efficiency (tax-cost ratio)?
  10. What is PPEFX beta? How would you assess PPEFX risk?
  11. What is PPEFX Sharpe ratio?
  12. What is PPEFX Finny Score? PPEFX buy or sell?
  13. What are the pros of investing in PPEFX? What are PPEFX buy reasons?
  14. What are the cons of investing in PPEFX? What are PPEFX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Funds Portfolio Series: American Funds Preservation Portfolio; Class F-2 Shares (PPEFX).

The Fund seeks current income, consistent with preservation of capital. The Fund principally invests through bond investment with exposure to higher quality bonds with intermediate to short term durations. The Fund may, however, invest in underlying funds with exposure to lower quality, higher yielding securities.

2. What are PPEFX top holdings?

PPEFX has 0 stock holdings and 0 bond holdings.

The top 2 holdings represent 100.03% of total assets. Here are the top holdings:

Name Symbol % Assets
American Funds Interm Bd Fd of Amer R6 RBOGX 60.02%
American Funds ST Bd Fd of Amer R6 RMMGX 40.01%

3. What is PPEFX performance? What are PPEFX historical returns?

PPEFX has generated the following returns:

  • 1-month return is -0.01%;
  • 3-month return is 0.98%;
  • 1-year return is 5.73%;
  • 3-year return is 3.42%;
  • 5-year return is 2.68%.

4. How many up and down years did PPEFX have historically?

In the last 10 years, PPEFX had 9 up years and 1 down year. See Performances

5. What is PPEFX dividend yield?

PPEFX yield is 2.19%.

6. What is PPEFX minimum initial investment amount?

PPEFX minimum initial investment amount is N/A.

7. What is PPEFX expense ratio?

PPEFX expense ratio is 0.4%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

8. Does PPEFX have any sales loads or 12b-1 distribution expenses?

PPEFX 12b-1 distribution fee is 0. PPEFX front-end sales load is 0. PPEFX back-end sales load is 0.

9. What is PPEFX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0.75%;
  • 3-year ax cost ratio is 0.76%.

See Taxes

10. What is PPEFX beta? How would you assess PPEFX risk?

  • 3-year beta is 0.40;
  • 5-year beta is 0.43.

See Risks

11. What is PPEFX Sharpe ratio?

  • 3-year Sharpe ratio is 1.10;
  • 5-year Sharpe ratio is 0.92.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 75. Our quantitative analysis shows 3 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 75.

13. What are the pros of investing in PPEFX? What are PPEFX buy reasons?

The following are PPEFX strengths from our perspective:

  • <strong>PPEFX 3-year return</strong> is 3.42%, which is higher than the 3-year return of the benchmark index (Bloomberg Barclays US Government/Credit A+ 1-5 Yr TR USD), 3.25%.
  • <strong>PPEFX 5-year return</strong> is 2.68%, which is higher than the 5-year return of the benchmark index (Bloomberg Barclays US Government/Credit A+ 1-5 Yr TR USD), 2.46%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in PPEFX? What are PPEFX negatives?

The following are PPEFX weaknesses from our perspective:

  • <strong>PPEFX net assets</strong> are $108.30 million. This fund is not a popular choice with retail investors.
In the PPEFX review, we covered PPEFX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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