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Permanent Portfolio (PRPFX)

44.19 Up 0.06(0.14%) Apr 22
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Prev Close:44.19
YTD Return*:2.21%
Net Assets*:8.62B
Yield*:0.52%

* As of 31-Mar-14

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

Top Holdings

Symbol% AssetsYTD Return %
Gold Bullion Comex Eligible8.24-11.94
Gold/US Golden Eagles6.56N/A
Gold Canadian Maple Leaf6.50N/A
Silver Bullion Comex Eligible4.93N/A
US Treasury Bond 6%2.33N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:8.62B
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.72%

Performance & Risk

YTD Return:2.21%
5y Avg Return:10.00%
Rank in Category (ytd):29
% Rank in Category (ytd):3.8%
Beta (3y):0.97
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 U.S. and foreign real estate and natural resource companies, 15% of its assets in Aggressive growth stocks, and 35% of its assets in Dollar assets. It may invest in shares of companies of any market capitalization, including small-, mid-, and large-capitalization companies. View More
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