Permanent Portfolio Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return---------0.78
    Category Average3.94-2.306.649.761.24
    Assets for Each Yr*5.762.972.782.572.31
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.78 6.51 2.59

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,308 mil $1,000 0.47 99.53
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.0 1.25 1.63 Above Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.8 0.93 1.12 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  
    FedEx Corp* Industrials -12.15 1.11
    Twilio Inc A* Technology 193.60 1.02
    Amgen Inc* Healthcare 13.77 0.96
    Parker Hannifin Corp* Industrials -15.93 0.86
    Exxon Mobil Corp* Energy 0.44 0.56
    Walt Disney Co* Consumer Cyclical 4.17 0.54
    Phillips 66* Energy 10.49 0.49
    Charles Schwab Corp* Financial Services -5.66 0.45
    Morgan Stanley* Financial Services -15.59 0.44
    Outfront Media Inc* RealEstate -16.64 0.44
    Prologis Inc* RealEstate -0.36 0.44
    Ryder System Inc* Industrials -18.65 0.42
    SailPoint Technologies Holdings * Technology 80.00 0.41
    KeyCorp* Financial Services -2.65 0.39
    Newfield Exploration Co* Energy -20.14 0.33
    Agilent Technologies Inc* Healthcare -2.66 0.33
    Highwoods Properties Inc* RealEstate -10.77 0.31
    UDR Inc* RealEstate 1.88 0.27
    Fluor Corp* Industrials -8.69 0.27
    CBS Corp Class A* Consumer Cyclical -8.45 0.25

    Best 5-Year Relative Performance | More
    10-18-18

    Worst 5-Year Relative Performance | More
    10-18-18

    Lowest Expenses | More
    10-18-18

    Highest Expenses | More
    10-18-18

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Permanent Portfolio Michael J. Cuggino 15.50
    Permanent Portfolio Michael J. Cuggino 15.50
    Permanent Portfolio Michael J. Cuggino 15.50
    Permanent Portfolio Michael J. Cuggino 15.50

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Permanent Portfolio Michael J. Cuggino 15.50
    Permanent Portfolio Michael J. Cuggino 15.50
    Permanent Portfolio Michael J. Cuggino 15.50
    Permanent Portfolio Michael J. Cuggino 15.50