Back to top
more

American Funds Preservation Portfolio Class 529-f-1: (MF: CPPFX)

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

$9.48 USD

+0.01 (0.11%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

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 0.89 93
3 months 1.16 94
6 months 2.27 97
1 Year 5.19 96
3 Year 5.03 95
5 Year 1.73 97
10 Year 2.11 97

* 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 6.05
5 Year 1.44
10 Year 2.12
Since Inception 1.77

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.09 1.56 1.15 1.10
2024 0.20 0.75 3.62 -0.73
2023 1.95 -1.21 0.17 3.34
2022 -2.83 -1.88 -2.46 1.11
2021 -0.71 0.30 0.16 -0.21

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.896.053.844.26-5.97-0.466.084.151.141.181.52
% Total Return Rel to Index -1.15-12.16-21.17-21.9812.22-29.14-12.32-27.335.53-20.61-10.41
% Total Return Rel to Peer -1.95-8.45-6.07-8.896.99-11.97-4.60-13.047.63-12.27-4.75
% Perf Quintile vs Peer* 5.005.000.005.001.005.005.005.001.005.005.00
% Dividends 0.040.380.390.320.200.100.250.210.170.120.14
% Yield 0.183.964.104.022.140.982.422.091.791.251.38
Capital Gains ($) 0.000.000.000.000.000.010.010.000.000.000.01
Expense Ratio 0.000.210.210.210.190.190.150.170.170.200.22

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