
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™ |
1 month | +3.21% | 3 years | +8.87% | |
3 months | +6.15% | 5 years | +6.45% | |
1 year | +17.88% | Since inception | +9.97% |
PAGRX | Category | |
---|---|---|
Performance 5-yr return | +6.45% | +11.04% |
Expense ratio | 1.23% | 1.06% |
Risk 5 year sharpe ratio | 0.33 | 0.79 |
Net assets | $25.6M | $4.1B |
Average market cap | $40.6B | $180.7B |
Average P/E | 20.1 | 27.2 |
Portfolio turnover | 10% | 10% |
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Fund family | Permanent Portfolio |
Fund manager & tenure | Michael Cuggino / 16 Years |
Minimal initial investment | $1,000.00 |
Minimum IRA investment | -- |
U.S. stock | 98.57% |
International stock | 1.70% |
Fixed income | 0.00% |
Cash | 0.00% |
Other | 0.00% |
Industrial materials | 24.05% |
Financial service | 12.53% |
Consumer service | 11.08% |
Hardware | 10.31% |
Healthcare | 8.34% |
TWLO Twilio Inc | 8.07% |
LMT Lockheed Martin | 6.11% |
COST Costco | 5.86% |
FB Facebook | 5.52% |
FRC First Republic Bank | 4.29% |
PH Parker-Hannifin Corp | 3.88% |
KEY KeyCorp | 3.79% |
AVGO Broadcom Inc | 3.71% |
APD Air Products and Chemicals Inc | 3.69% |
AMGN Amgen | 3.67% |