Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Permanent Portfolio Mutual Funds
View all of Permanent Portfolio’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Permanent Portfolio Funds List
Share Class Type
1 to 10 of 10 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Permanent Portfolio Permanent A | PRPDX | Moderate Allocation | 6.55% | 3 | 1.070% | Average | Front Load | $1,000 | ||
| Permanent Portfolio Versatile Bond A | PRVDX | Short-Term Bond | 1.01% | 18 | 0.900% | High | Front Load | $1,000 | ||
| Permanent Portfolio Versatile Bond I | PRVBX | Short-Term Bond | 1.10% | 10 | 0.650% | High | Institutional | $1,000 | ||
| Permanent Portfolio Permanent C | PRPHX | Moderate Allocation | 6.68% | 4 | 1.820% | Above Average | Level Load | $1,000 | ||
| Permanent Portfolio Permanent I | PRPFX | Moderate Allocation | 6.62% | 2 | 0.820% | Above Average | Institutional | $1,000 | ||
| Permanent Portfolio Versatile Bond C | PRVHX | Short-Term Bond | 0.76% | 26 | 1.650% | High | Level Load | $1,000 | ||
| Permanent Portfolio Aggressive Growth A | PAGDX | Large Blend | 11.68% | 1 | 1.460% | High | Front Load | $1,000 | ||
| Permanent Portfolio Aggressive Growth C | PAGHX | Large Blend | 11.54% | 1 | 2.210% | High | Level Load | $1,000 | ||
| Permanent Portfolio Aggressive Growth I | PAGRX | Large Blend | 13.78% | 1 | 1.210% | High | Institutional | $1,000 | ||
| Permanent Portfolio Short-Term Trs I | PRTBX | Ultrashort Bond | 0.92% | 96 | 0.650% | High | Institutional | $1,000 |
Permanent Portfolio Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank