• FirefoxInstall the new Firefox »
  •  Dow Up 0.21% Nasdaq Up 0.32%

    Permanent Portfolio (PRPFX)

    40.10 Down 0.09(0.22%) Mar 5
    Prev Close:40.19
    YTD Return*:2.45%
    Net Assets*:5.48B
    Yield*:0.62%

    * As of 28-Feb-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    Gold Bullion Comex Eligible8.832.22
    Gold/US Golden Eagles6.69N/A
    Gold Canadian Maple Leaf6.61N/A
    Silver Bullion Comex Eligible4.90N/A
    US Treasury Bond 6%3.83N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:5.48B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.72%

    Performance & Risk

    YTD Return:2.45%
    5y Avg Return:5.23%
    Rank in Category (ytd):16
    % Rank in Category (ytd):2.05%
    Beta (3y):0.80
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback