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Permanent Portfolio (PRPFX)

43.64 Up 0.08(0.18%) Oct 24
Prev Close:43.56
YTD Return*:0.72%
Net Assets*:7.55B
Yield*:0.52%

* As of 30-Sep-14

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

Top Holdings

Symbol% AssetsYTD Return %
Gold Bullion Comex Eligible8.7640.08
Gold/US Golden Eagles6.23-13.04
Gold Canadian Maple Leaf6.15N/A
Silver Bullion Comex Eligible4.42N/A
US Treasury Bond 6%2.67N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:7.55B
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.72%

Performance & Risk

YTD Return:0.72%
5y Avg Return:5.85%
Rank in Category (ytd):96
% Rank in Category (ytd):13.13%
Beta (3y):1.00
Morningstar Risk Rating:5

Fund Summary

The investment seeks to preserve and increase the purchasing power value of its shares over the long term. The fund allocates its assets as follows: 20% of its assets in Gold, 5% of its assets in Silver, 10% of its assets in Swiss franc assets, 15% of its assets in Stocks of real estate and natural resource companies, 15% of its assets in Aggressive growth stocks, and 35% of its assets in Dollar assets. View More
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