• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.15% Nasdaq Up 0.36%

    Permanent Portfolio (PRPFX)

    39.68 Up 0.25(0.63%) Dec 18
    Prev Close:39.68
    YTD Return*:0.07%
    Net Assets*:6.91B
    Yield*:0.53%

    * As of 30-Nov-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    Gold Bullion Comex Eligible8.5238.08
    Gold/US Golden Eagles6.22N/A
    Gold Canadian Maple Leaf6.15N/A
    Silver Bullion Comex Eligible4.53N/A
    US Treasury Bond 6%3.02N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.91B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.72%

    Performance & Risk

    YTD Return:0.07%
    5y Avg Return:4.69%
    Rank in Category (ytd):96
    % Rank in Category (ytd):13.3%
    Beta (3y):0.96
    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