Permanent Portfolio Aggressive Growth Portfolio Class I (PAGRX)
| 62.24 Net Asset Value | +0.57% 1 Day | +6.79% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 1.23% 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 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.
Performance
| 1 month | +1.88% | 3 years | +10.31% | |
| 3 months | +31.59% | 5 years | +8.26% | |
| 1 year | +14.24% | Since inception | +9.96% |
Data through --
Peer Comparisonvs. Large growth
| PAGRX | Category | |
|---|---|---|
| Performance 5-yr return | +8.26% | +12.84% |
| Expense ratio | 1.23% | 1.06% |
| Risk 5 year sharpe ratio | 0.39 | 0.75 |
| Net assets | $23.6M | $4.6B |
| Average market cap | $38.0B | $211.4B |
| Average P/E | 20.9 | 29.1 |
| Portfolio turnover | 3% | 3% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
Fund Management and Purchase Info
| Fund family | Permanent Portfolio |
| Fund manager & tenure | Michael Cuggino / 17 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
Holdings
| U.S. stock | 99.45% |
| International stock | 0.66% |
| Fixed income | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
Top 5 SectorsPortfolio weighting
| Industrial materials | 24.05% |
| Financial service | 12.53% |
| Consumer service | 11.08% |
| Hardware | 10.31% |
| Healthcare | 8.34% |
Top 10 HoldingsPortfolio weighting
| TWLO Twilio Inc | 13.62% |
| LMT Lockheed Martin | 6.04% |
| CRTX Cortexyme Inc | 4.79% |
| FCX Freeport-McMoRan Inc | 4.79% |
| NVDA NVIDIA Corp | 4.72% |
| FB Facebook | 4.70% |
| ADSK Autodesk Inc | 3.96% |
| AVGO Broadcom Inc | 3.92% |
| COST Costco | 3.77% |
| PH Parker-Hannifin Corp | 3.03% |
