Morningstar

Permanent Portfolio Aggressive Growth Portfolio Class A PAGDX

Morningstar Medalist Rating
Medalist Rating as of | See Permanent Portfolio Investment Hub
  • NAV / 1-Day Return 154.40  /  +0.26 %
  • Total Assets 546.8M
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 3%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:55 AM GMT+0

Morningstar’s Analysis PAGDX

Will PAGDX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PAGDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PAGDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PAGDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Permanent Portfolio Aggressive Growth A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PAGDX

More PAGDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palantir Technologies Inc Ordinary Shares - Class A

7.67 42M
Technology

ARM Holdings PLC ADR

5.53 30M
Technology

NVIDIA Corp

5.05 28M
Technology

Meta Platforms Inc Class A

4.71 26M
Communication Services

Twilio Inc Class A

4.31 24M
Technology

Lockheed Martin Corp

4.10 22M
Industrials

Broadcom Inc

4.06 22M
Technology

AppLovin Corp Ordinary Shares - Class A

3.71 20M
Communication Services

State Street Corp

3.50 19M
Financial Services

Freeport-McMoRan Inc

3.46 19M
Basic Materials

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