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Permanent Portfolio Permanent I (PRPFX)

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Permanent Portfolio Permanent I

Permanent Portfolio Family of Funds Inc600 Montgomery Street 27th FL Suite 2740San Francisco CA 94111
Management Information
Michael J. Cuggino,Lead Manager since April 30, 2003
Cuggino has been the President, Chief Executive Officer, and a Portfolio Manager with Pacific Heights Asset Management, LLC, ("PHAM") since its founding in 2002. Cuggino has been a director since 1998 and has been the Chairman of the Board, President since 2003 and Secretary since 2006. From 1993 through 2007, he also served as Treasurer of the Fund. He began managing the Fund on May 1, 2003.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--30% to 50% Equity
Fund FamilyPermanent Portfolio
Net Assets2.66B
YTD Return6.86%
Morningstar Rating★★
Inception DateNov 30, 1982

Fund Operations

Last Dividend0.31
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpensePRPFXCategory Average
Annual Report Expense Ratio (net)0.82%0.81%
Prospectus Net Expense Ratio0.82%N/A
Prospectus Gross Expense Ratio0.82%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.79%
Max Deferred Sales LoadN/A1.79%
3 Yr Expense Projection263N/A
5 Yr Expense Projection457N/A
10 Yr Expense Projection1,016N/A