CPPEX Mutual Fund

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 2 positions across various sectors. Inception date: 2012-05-18.

CPPEX performance shows a YTD return of 0.03%. The 1-year return is 2.41% and the 5-year return is 1.09%. CPPEX dividend yield stands at 3.60%, paid monthly.

CPPEX top holdings include Short Term Bond Fund Of America R6 (stbf Cl R6) (54.9%), 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.