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American Funds Preservation Port R5 RPPFX

Quantitative rating as of
NAV / 1-Day Return
9.43  /  0.21 %
Total Assets
2.5 Bil
Adj. Expense Ratio
0.070%
Expense Ratio
0.320%
Distribution Fee Level
Low
Share Class Type
Retirement, Large
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
250
Status
Open
TTM Yield
1.85%
Effective Duration
2.85 years

Morningstar’s Analysis RPPFX

Will RPPFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Strength in American Funds Preservation Port R5’s Parent Pillar and People Pillar drive this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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