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

Updated: September 28, 2020
N/A
Bull Case
  • No Bull case arguments for now!
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • High expense ratio
  • Sales load and/or distribution fees

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

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

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

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

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

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 PPVCX top holdings?

PPVCX 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 PPVCX performance? What are PPVCX historical returns?

PPVCX has generated the following returns:

  • 1-month return is 0.02%;
  • 3-month return is 0.53%;
  • 1-year return is 5.35%;
  • 3-year return is 2.48%;
  • 5-year return is 1.66%.

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

In the last 10 years, PPVCX had 8 up years and 2 down years.

PPVCX up and down years

5. What is PPVCX dividend yield?

PPVCX yield is 1.19%.

6. What is PPVCX minimum initial investment amount?

PPVCX minimum initial investment amount is $1.00K.

7. What is PPVCX expense ratio?

PPVCX expense ratio is 1.39%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

PPVCX expenses

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

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

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

  • 1-year ax cost ratio is 0.37%;
  • 3-year ax cost ratio is 0.36%.
PPVCX tax costs

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

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

11. What is PPVCX Sharpe ratio?

  • 3-year Sharpe ratio is 0.46;
  • 5-year Sharpe ratio is 0.29.
PPVCX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 0. Our quantitative analysis shows 0 reasons to buy and 5 reasons to sell it, resulting in the Finny Score of 0.

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

We don't see any strong reasons to buy PPVCX.

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

The following are PPVCX weaknesses from our perspective:

  • <strong>PPVCX net assets</strong> are $117.80 million. This fund is not a popular choice with retail investors.
  • <strong>PPVCX 3-year return</strong> is 2.48%, which is lower than the 3-year return of the benchmark index (Bloomberg Barclays US Government/Credit A+ 1-5 Yr TR USD), 3.36%.
  • <strong>PPVCX 5-year return</strong> is 1.66%, which is lower than the 5-year return of the benchmark index (Bloomberg Barclays US Government/Credit A+ 1-5 Yr TR USD), 2.48%.
  • <strong>PPVCX expense ratio</strong> is 1.39%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and deferred sales fee. The maximum 12b1 fee is 1%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.
In the PPVCX review, we covered PPVCX 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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