Permanent Portfolio Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return-0.78-6.5710.3211.43-1.39
    Category Average3.94-2.306.649.76-1.17
    Assets for Each Yr*5.762.972.782.572.51
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.39 3.87 1.85

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,514 mil $1,000 0.31 99.69
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.0 1.13 1.63 Above Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.9 0.80 1.12 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    Freeport-McMoRan Inc* Basic Materials 2.37 2.86
    Facebook Inc A* Technology -5.77 2.31
    Texas Pacific Land Trust* RealEstate 23.83 2.02
    Lockheed Martin Corp* Industrials 10.26 1.45
    FedEx Corp* Industrials -0.77 1.03
    IPG Photonics Corp* Technology 8.41 0.98
    Essex Property Trust Inc* RealEstate -0.05 0.96
    Chevron Corp* Energy -1.41 0.91
    Digital Realty Trust Inc* RealEstate -9.28 0.84
    Costco Wholesale Corp* Consumer Defensive 4.27 0.81
    Wynn Resorts Ltd* Consumer Cyclical 14.48 0.77
    Parker Hannifin Corp* Industrials -11.29 0.73
    Amgen Inc* Healthcare -0.59 0.73
    Air Products & Chemicals Inc* Basic Materials 2.01 0.68
    Illinois Tool Works Inc* Industrials -4.66 0.67
    AvalonBay Communities Inc* RealEstate -9.01 0.66
    Charles Schwab Corp* Financial Services 7.24 0.65
    Ryder System Inc* Industrials -11.41 0.60
    Exxon Mobil Corp* Energy -4.63 0.60
    Autodesk Inc* Technology 24.10 0.54

    Best 5-Year Relative Performance | More
    04-20-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Lowest Expenses | More
    04-20-18

    Highest Expenses | More
    04-20-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Permanent Portfolio Michael J. Cuggino 15.00
    Permanent Portfolio Michael J. Cuggino 15.00
    Permanent Portfolio Michael J. Cuggino 15.00
    Permanent Portfolio Michael J. Cuggino 15.00

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Permanent Portfolio Michael J. Cuggino 15.00
    Permanent Portfolio Michael J. Cuggino 15.00
    Permanent Portfolio Michael J. Cuggino 15.00
    Permanent Portfolio Michael J. Cuggino 15.00