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American Funds Preservation Portfolio Class F-2: (MF: PPEFX)

(NASDAQ Mutual Funds) As of Apr 7, 2026 05:40 PM ET

$9.48 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 1.01 93
3 months 1.29 93
6 months 2.43 97
1 Year 5.63 95
3 Year 5.13 95
5 Year 1.84 97
10 Year 2.19 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 1.53
10 Year 2.17
Since Inception 1.84

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.11 1.48 1.18 1.13
2024 0.11 0.88 3.64 -0.70
2023 2.07 -1.30 0.19 3.48
2022 -2.81 -1.77 -2.54 1.13
2021 -0.71 0.32 0.18 -0.19

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.016.053.944.46-5.91-0.396.124.091.281.131.59
% Total Return Rel to Index -1.15-12.17-21.08-21.7812.29-29.07-12.28-27.395.67-20.66-10.34
% Total Return Rel to Peer -1.94-8.45-5.97-8.697.05-11.90-4.56-13.107.77-12.32-4.68
% Perf Quintile vs Peer* 5.005.000.005.001.005.005.005.001.005.005.00
% Dividends 0.040.390.400.320.210.100.260.210.180.130.14
% Yield 0.184.064.194.122.211.042.452.131.821.301.45
Capital Gains ($) 0.000.000.000.000.000.010.010.000.000.000.01
Expense Ratio 0.000.100.110.120.120.130.120.120.130.150.14

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