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Permanent Portfolio (PRPFX)

45.15 Down 0.02(0.04%) Aug 22
Prev Close:45.17
YTD Return*:4.30%
Net Assets*:8.09B
Yield*:0.51%

* As of 31-Jul-14

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

Top Holdings

Symbol% AssetsYTD Return %
Gold Bullion Comex Eligible8.67-0.06
Gold/US Golden Eagles6.2532.41
Gold Canadian Maple Leaf6.16N/A
Silver Bullion Comex Eligible5.00N/A
US Treasury Bond 6%2.49N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:8.09B
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.72%

Performance & Risk

YTD Return:4.30%
5y Avg Return:7.97%
Rank in Category (ytd):27
% Rank in Category (ytd):3.69%
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 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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