Permanent Portfolio (PRPFX)
47.45 
0.12(0.25%) May 23
| Prev Close: | 47.45 |
|---|
| YTD Return*: | 0.56% |
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| Net Assets*: | 16.08B |
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| Yield*: | 0.55% |
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* As of 31-Mar-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- Our Ratings Are Driven by FundamentalsMorningstar(Mon, May 20)
- When Does Active Management Make Sense?at The Wall Street Journal(Sun, Apr 21)
- Make money with gold, despite the plungeReuters(Wed, Apr 17)
- Lurching Gold ETF Veers From Metal Most in Year Amid Selloffat Bloomberg(Wed, Apr 17)
- Building A Portfolio To Withstand Storms And Cliffsat Forbes(Fri, Nov 30)
- [video] Can the Market Make a Comeback?at CNBC(Thu, Nov 8)
- Don't Become Comfortably Numb To Stock Market Risks After Large Rallyat Forbes(Wed, Oct 10)
- [video] Time to Get Defensive or Invest in Growth?at CNBC(Thu, Jul 5)
- [video] Markets Tank on Poor Jobs Reportat CNBC(Fri, Jun 1)
- A Strategy for Preserving Long-Term Capitalat Forbes(Fri, Dec 30)
Reports
- No Reports available for PRPFX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| Gold Bullion Comex Eligible | 7.54 | N/A |
| Gold/US Golden Eagles | 6.79 | N/A |
| Gold Canadian Maple Leaf | 6.69 | N/A |
| Silver Bullion Comex Eligible | 4.78 | N/A |
| US Treasury Bond 6% | 1.33 | N/A |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 16.08B |
| Category: | Conservative Allocation |
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| Annual Report Expense Ratio (net): | 0.69% |
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Performance & Risk
| YTD Return: | 0.56% |
| 5y Avg Return: | 6.60% |
| Rank in Category (ytd): | 96 |
| % Rank in Category (ytd): | 12.18% |
| Beta (3y): | 0.84 |
| Morningstar Risk Rating: | 4 |
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.
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