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American Funds Preservation Portfolio Class 529-e: (MF: CPPEX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:40 PM ET

$9.47 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.95 93
3 months 1.17 93
6 months 2.18 97
1 Year 4.90 96
3 Year 4.62 96
5 Year 1.35 98
10 Year 1.69 98

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 5.53
5 Year 1.04
10 Year 1.67
Since Inception 1.33

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.01 1.36 1.05 0.99
2024 0.01 0.75 3.51 -0.84
2023 1.97 -1.41 0.07 3.34
2022 -2.92 -1.88 -2.66 1.00
2021 -0.80 0.21 0.05 -0.33

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.955.533.433.96-6.36-0.865.493.680.670.731.06
% Total Return Rel to Index -1.17-12.68-21.59-22.2811.84-29.55-12.90-27.805.07-21.06-10.87
% Total Return Rel to Peer -1.96-8.97-6.48-9.196.60-12.37-5.18-13.517.17-12.73-5.21
% Perf Quintile vs Peer* 5.005.000.005.001.005.005.005.001.005.005.00
% Dividends 0.040.350.350.280.160.060.200.160.130.080.09
% Yield 0.173.593.713.641.740.581.971.641.340.810.93
Capital Gains ($) 0.000.000.000.000.000.010.010.000.000.000.01
Expense Ratio 0.000.600.600.600.590.600.610.620.630.660.68

* 1 = Top 20%, 5 = Bottom 20%