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+1.40% 3 years+7.39%
3 months+4.79% 5 years+12.10%
1 year+24.40% Since inception+10.37%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+12.10%+15.29%
Expense ratio1.21%1.11%
Risk 5 year sharpe ratio0.901.29
Net assets$31.4M$3.7B
Average market cap$34.0B$151.4B
Average P/E22.028.2
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. stock102.24%
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 Martin8.43%
FB Facebook7.31%
FDX FedEx5.89%
FCX Freeport-McMoRan Inc4.76%
COST Costco4.56%
AMGN Amgen4.39%
PH Parker-Hannifin Corp4.27%
IPGP IPG Photonics Corp4.19%
ITW Illinois Tool Works Inc3.86%
APD Air Products and Chemicals Inc3.84%