| 47.46 Net Asset Value | -0.27% 1 Day | -2.43% Year-to-Date | Overall Morningstar Rating |
| Conservative allocation Style or Category | No Load Sales Expenses | 0.76% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +1.45% | 3 years | +6.69% | |
| 3 months | -3.52% | 5 years | +5.40% | |
| 1 year | +3.89% | Since inception | +6.73% |
| PRPFX | Category | |
|---|---|---|
| Performance 5-yr return | +5.40% | +5.04% |
| Expense ratio | 0.76% | 1.35% |
| Risk 5 year sharpe ratio | 0.54 | 0.53 |
| Net assets | $14.9B | $1.2B |
| Average market cap | $19.7B | $36.2B |
| Average P/E | 17.9 | 16.1 |
| Portfolio turnover | 24% | 24% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Permanent Portfolio |
| Fund manager & tenure | Michael Cuggino / 10 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 26.57% |
| Industrial materials | 23.29% |
| Energy | 20.74% |
| Consumer service | 5.66% |
| Hardware | 4.59% |
| -- Gold Bullion Comex Eligible | 7.51% |
| -- Gold/US Golden Eagles | 6.77% |
| -- Gold Canadian Maple Leaf | 6.69% |
| -- Silver Bullion Comex Eligible | 4.64% |
| -- US Treasury Bond 6% | 1.46% |
| -- US Treasury Bond 6.25% | 1.44% |
| -- US Treasury Bond 5.25% | 1.40% |
| -- US Treasury Bond 4.5% | 1.33% |
| -- US Treasury Bond 7.25% | 1.22% |
| -- US Treasury Note 3.625% | 1.17% |
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