Mutual Funds - Profile

Permanent Portfolio Aggressive Growth Portfolio

US > Multi-Cap > Growth

Rank

Universe Rank
327 9

Summary

The fund seeks high stock appreciation in the long term by investing in companies across any size in the United States.

The investment process is designed to highlight companies in the benchmark index exhibiting increasing potential for profit.

Then the research team emphasizes companies with prospects for growth in revenues, earnings, dividends or asset values.

The team believes these companies may be involved in industries such as technology, medicine, capital goods, natural resources, energy, construction, transportation, finance, entertainment or service.

Additionally, the research process focuses on companies capitalizing on new industries, products, services or More

Price

  • Last Close
  • $87.94
    -0.44
  • 52 Week HL
  • $90.2 - $59.01
  • Net Assets
  • $36.782 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Freeport-McMoRan, Inc. 9.91
Twilio, Inc. 9.23
NVIDIA Corporation 4.82
Lockheed Martin 4.45
Facebook, Inc. 4.43
Company Holding
Broadcom, Inc 4.19
Parker-Hannifin Corporation 3.80
Costco Wholesale 3.18
Disney (Walt) 2.78
Cortexyme, Inc. 2.71
Total 49.5%

Manager

  • Name
  • Michael J. Cuggino
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
27.7 % YTD

  • 3 Year
  • 61.96%
  • 5 Year
  • 89.43%
  • Best
  • 42.86%
    2013
  • Worst
  • -38.07%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
PAGRX 19%37%34%-3%28%6%4%11%32%13%1%
S&P 500 21%16%29%-6%19%10%-1%11%30%0%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 10.7% -24.8% 19.5% 0.8% 4.7% 1.8% 0.2% -0.8% 11.7% 13.7% -
Q2 9.6% 37% -1.9% 4.8% 2.2% -1.3% -2.3% 5.5% 0.9% -8.3% -
Q3 5.8% 11.7% -4% 4.4% 7.2% 6.8% -10.5% 0.4% 12.4% 8% -
Q4 2.3% 3.9% 1.4% -18.7% 5% 5.8% 1.1% 1.3% 13.5% 5.9% -

Returns +
M

J F M A M J J A S O N D
2021 2% 6.6% 1.8% 5.4% 2.1% 1.9% -0.4% 6% 0.3% -0.5% - -
2020 -0.5% -8.8% -17.2% 16.6% 12% 5% 6.5% 7% -1.9% 1.3% 16.2% -11.7%

Annual Return

Index Comparison

Alpha

NAV