Permanent Portfolio Aggressive Growth Portfolio Fund (PAGRX)

71.05
Net Asset Value
+1.01%
1 Day
+4.99%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.20%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve high (greater than for the stock market as a whole), long-term appreciation in the value of its shares. The Portfolio invests in stocks and stock warrants of U.S. companies that are expected to have a higher profit potential than the stock market as a whole and whose shares are valued primarily for potential growth in revenues, earnings, dividends or asset values rather than for current income. It may invest in share of companies of any market capitalization, including small-, mid- and large-capitalization companies.

Performance

1 month+0.58% 3 years+25.17%
3 months+1.02% 5 years+15.61%
1 year+11.43% Since inception+10.89%
Data through --

Peer Comparisonvs. Large growth

 PAGRXCategory
Performance 5-yr return+15.61%+14.60%
Expense ratio1.20%1.23%
Risk 5 year sharpe ratio0.921.03
Net assets$50.0M$2.7B
Average market cap$27.3B$71.8B
Average P/E21.422.3
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyPermanent Portfolio
Fund manager & tenureMichael Cuggino / 11 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock100.53%
International stock0.00%
Fixed income0.00%
Cash0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 24.05%
Financial service 12.53%
Consumer service 11.08%
Hardware 10.31%
Healthcare 8.34%
Top 10 Holdings
Portfolio weighting
FB Facebook Inc Class A7.51%
CELG Celgene Corp6.87%
GILD Gilead Sciences Inc5.05%
WYNN Wynn Resorts Ltd3.60%
FDX FedEx Corp3.59%
AMGN Amgen Inc3.33%
ADSK Autodesk Inc3.12%
LMT Lockheed Martin Corp3.09%
WSM Williams-Sonoma Inc3.00%
APD Air Products & Chemicals Inc2.90%

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