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Permanent Portfolio Aggressive Growth Portfolio Class I (PAGRX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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 fund invests in stocks and stock warrants of U.S. and foreign 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.


1 month+3.46% 3 years+6.68%
3 months+5.99% 5 years+13.11%
1 year+15.71% Since inception+10.26%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+13.11%+13.70%
Expense ratio1.21%1.12%
Risk 5 year sharpe ratio0.981.35
Net assets$28.3M$3.5B
Average market cap$35.2B$125.0B
Average P/E21.727.2
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyPermanent Portfolio
Fund manager & tenureMichael Cuggino / 14 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


U.S. stock97.83%
International stock0.00%
Fixed income0.00%
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
LMT Lockheed Martin7.70%
FB Facebook7.33%
FDX FedEx5.59%
PH Parker-Hannifin Corp4.53%
COST Costco4.45%
AMGN Amgen4.24%
ITW Illinois Tool Works Inc4.08%
IPGP IPG Photonics Corp3.95%
APD Air Products and Chemicals Inc3.94%
HFC HollyFrontier Corp3.83%