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Permanent Portfolio (PRPFX)

43.53 Up 0.24(0.55%) Nov 21
Prev Close:43.29
YTD Return*:0.28%
Net Assets*:7.25B

* As of 31-Oct-14

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

Top Holdings

Symbol% AssetsYTD Return %
Gold Bullion Comex Eligible8.4835.19
Gold/US Golden Eagles6.32N/A
Gold Canadian Maple Leaf6.25N/A
Silver Bullion Comex Eligible4.39N/A
US Treasury Bond 6%2.83N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:7.25B
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.72%

Performance & Risk

YTD Return:0.28%
5y Avg Return:5.88%
Rank in Category (ytd):96
% Rank in Category (ytd):13.13%
Beta (3y):0.95
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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