Dow Down 0.92% Nasdaq Down 0.83%

Permanent Portfolio Aggressive Growth (PAGRX)

68.78 Down 0.85(1.22%) Oct 22
Prev Close:69.63
YTD Return*:5.11%
Net Assets*:48.57M
Yield*:0.46%

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
FB7.8140.08
CELG5.8610.59
GILD5.4840.60
WYNN3.85-4.20
FDX3.3210.38

Fund Basics

Morningstar Overall Rating:
Total Assets:48.57M
Category:Large Growth
Annual Report Expense Ratio (net):1.20%

Performance & Risk

YTD Return:5.11%
5y Avg Return:15.24%
Rank in Category (ytd):56
% Rank in Category (ytd):3.24%
Beta (3y):1.29
Morningstar Risk Rating:5

Fund Summary

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 Portfolio invests in stocks and stock warrants of U.S. 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. It may invest in share of companies of any market capitalization, including small-, mid- and large-capitalization companies. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback