Permanent Portfolio Treasury Bill
600 Montgomery Street 27th FL Suite 2740 San Francisco CA 94111
Map
Phone: 800-531-5142
| Category: | Ultrashort Bond | | Fund Family: | Permanent Portfolio | | Net Assets: | 50.33M | | Year-to-Date Return: | -0.37% | | Yield: | 1.73% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Sep-87 |
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Michael J. Cuggino
Lead Manager since
01-May-03 | | | Cuggino has been the President, Chief Executive Officer, and a Portfolio Manager with Pacific Heights Asset Management, LLC, ("PHAM") since its founding in 2002. Cuggino has been a director of the Fund since 1998 and has been the Chairman of the Board, and President of the Fund since 2003 and Secretary since 2006. From 1993 through 2007, he also served as Treasurer of the Fund. He began managing the Fund on May 1, 2003. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks high current income, consistent with safety and liquidity of principal. The fund invests in debt obligations of the United States Treasury. It invests at least 80% of assets in short-term U.S. Treasury bills and notes with maturities of less than thirteen months. The remainder may be invested in U.S. Treasury bonds having a remaining maturity of thirteen months or less. |
| Last Dividend
(9-Dec-09):
| 0.38 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 117.73% |
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| Expense | PRTBX | Category
Avg | | Total Expense Ratio: | %
| 0.77% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 1.90% | | Max Deferred Sales Load: | %
| 2.04% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $329 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $542 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,135 |
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