Permanent Portfolio (Ticker: PRPFX)
The Permanent Portfolio fund objective is to preserve and increase the buying power value of its shares over the long term. The fund uses its assets to buy investment categories: gold, silver, Swiss franc assets, 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.
Fund Details
- Fund Inception Date: Nov 30, 1982
- Ticker Symbol: PRPFX
- CUSIP: 714199106
- Beta (3yr): 0.86
- Rank in category (YTD): 53%
- Category: Conservative Allocation
- Distribution: 0.86%
- Capital Gains: 0%
- Expense Ratio: 0.71%
- Net Assets: $ 18.05 billion
- Number of Years Up: 25 years
- Number of Years Down: 4 years
- Annual Turnover Rate: 8.87%