Dow Down 1.40% Nasdaq Down 1.59%

Permanent Portfolio (PRPFX)

43.27 Down 0.10(0.23%) Oct 1
Prev Close:43.37
YTD Return*:4.90%
Net Assets*:8.04B

* As of 31-Aug-14

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

Top Holdings

Symbol% AssetsYTD Return %
Gold Bullion Comex Eligible8.7740.31
Gold/US Golden Eagles6.24-3.48
Gold Canadian Maple Leaf6.15N/A
Silver Bullion Comex Eligible4.79N/A
US Treasury Bond 6%2.55N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:8.04B
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.72%

Performance & Risk

YTD Return:4.90%
5y Avg Return:7.61%
Rank in Category (ytd):57
% Rank in Category (ytd):7.82%
Beta (3y):1.06
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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