PPEFX Mutual Fund

NAV$9.22

TER0.37%

Holdings3

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PPEFX Mutual Fund

NAV$9.22

American Funds Preservation Portfolio Class F-2

TER0.37%

Holdings3

See how much of PPEFX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

FundXLS Pro

See the full sector breakdown of PPEFX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

PRO

of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

PPEFX Mutual Fund Sector Allocation

PPEFX sector allocation breaks down across multiple sectors. Across 3 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

PPEFX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

PPEFX by country shows geographic exposure. PPEFX overlap reveals how sector exposure compares with other funds.