Permanent Portfolio Aggressive Growth Portfolio Class I (PAGRX)

57.42
Net Asset Value
-0.76%
1 Day
+15.12%
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+3.21% 3 years+8.87%
3 months+6.15% 5 years+6.45%
1 year+17.88% Since inception+9.97%
Data through --

Peer Comparisonvs. Large growth

 PAGRXCategory
Performance 5-yr return+6.45%+11.04%
Expense ratio1.23%1.06%
Risk 5 year sharpe ratio0.330.79
Net assets$25.6M$4.1B
Average market cap$40.6B$180.7B
Average P/E20.127.2
Portfolio turnover10%10%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyPermanent Portfolio
Fund manager & tenureMichael Cuggino / 16 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

U.S. stock98.57%
International stock1.70%
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
TWLO Twilio Inc8.07%
LMT Lockheed Martin6.11%
COST Costco5.86%
FB Facebook5.52%
FRC First Republic Bank4.29%
PH Parker-Hannifin Corp3.88%
KEY KeyCorp3.79%
AVGO Broadcom Inc3.71%
APD Air Products and Chemicals Inc3.69%
AMGN Amgen3.67%