CPPEX Mutual Fund
CPPEX Mutual Fund
CPPEX Mutual Fund
American Funds Preservation Portfolio Class 529-E
CPPEX Mutual Fund Overview
CPPEX Mutual Fund (American Funds Preservation Portfolio Class 529-E) is managed by American Funds with $4.6M in net assets. CPPEX expense ratio is 0.87%, holding 3 positions across various sectors. Inception date: 2012-05-18.
CPPEX performance shows a YTD return of 0.11%. The 1-year return is 1.44% and the 5-year return is 1.16%. CPPEX dividend yield stands at 3.61%, paid monthly.
CPPEX top holdings include Short Term Bond Fund Of America R6 (Stbf Cl R6) (54.8%), Intermediate Bond Fund Of America R6 (ibfa Cl R6) (44.8%). Go to all CPPEX holdings, CPPEX sectors, or CPPEX dividends.
CPPEX can be compared against other funds. Use CPPEX overlap to find shared positions, or CPPEX vs another fund for a side-by-side view. CPPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.