Permanent Portfolio Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-6.5710.3211.43-6.2212.10
    Category Average-2.306.649.76-4.8710.47
    Assets for Each Yr*2.972.782.571.941.98
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 12.10 4.60 2.69

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,984 mil $1,000 0.68 99.32
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.0 1.25 1.65 Above Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.4 1.78 1.11 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Permanent Portfolio Michael J. Cuggino 16.40
    Permanent Portfolio Michael J. Cuggino 16.40
    Permanent Portfolio Michael J. Cuggino 16.40
    Permanent Portfolio Michael J. Cuggino 16.40

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Permanent Portfolio Michael J. Cuggino 16.40
    Permanent Portfolio Michael J. Cuggino 16.40
    Permanent Portfolio Michael J. Cuggino 16.40
    Permanent Portfolio Michael J. Cuggino 16.40