Permanent Portfolio
600 Montgomery Street 27th FL Suite 2740 San Francisco CA 94111
Map
Phone: 800-531-5142
| Category: | Conservative Allocation | | Fund Family: | Permanent Portfolio | | Net Assets: | 3.41B | | Year-to-Date Return: | 5.52% | | Yield: | 0.42% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-82 |
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Michael J. Cuggino
Lead Manager since
28-Jan-91 | | | Cuggino serves as President, Treasurer and a director of the Fund as well as President and Chief Executive Officer of Pacific Heights Asset Management, LLC. Previously, he served as Treasurer of the Fund since 1993, as a director of the Fund since 1998 and as a consultant to the Funds former investment adviser since 1991. Cuggino holds the Certified public Accountant designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to preserve and increase the purchasing power value of its shares over the long term. The fund invests a fixed target percentage of net assets in the following investment categories: gold, silver, Swiss franc assets such as Swiss franc denominated deposits and bonds of the federal government of Switzerland, stocks of U.S. and foreign real estate and natural resource companies, aggressive growth stocks and dollar assets such as U.S. Treasury securities and short-term corporate bonds. |
| Last Dividend
(5-Dec-07):
| 0.16 | | Last Cap Gain
(5-Dec-07):
| 0.18 | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| 54.01% |
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| Expense | PRPFX | Category
Avg | | Total Expense Ratio: | 0.95%
| 0.98% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.94% | | Max Deferred Sales Load: | 0.00%
| 2.79% | | 3 Yr Expense Projection*: |
$337 | $734 | | 5 Yr Expense Projection*: |
$559 | $1,140 | | 10 Yr Expense Projection*: |
$1,198 | $2,202 |
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2.43% Nasdaq 0.00%
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