Morningstar

Permanent Portfolio Aggressive Growth Portfolio Class C PAGHX

Morningstar Medalist Rating
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Medalist Rating as of See Permanent Portfolio Investment Hub
  • NAV / 1-Day Return $137.60  /  −1.57 %
  • Fund Size $529.7M
  • Adjusted Expense Ratio 2.100%
  • Net Expense Ratio 2.100%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 3%
NAV and 1-Day Return as of

Morningstar’s Analysis PAGHX

Will PAGHX 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 PAGHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PAGHX 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 PAGHX’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 C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PAGHX

More PAGHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palantir Technologies Inc Ordinary Shares - Class A

7.94 42M
Technology

ARM Holdings PLC ADR

6.55 35M
Technology

Meta Platforms Inc Class A

6.15 33M
Communication Services

Twilio Inc Class A

5.51 29M
Technology

NVIDIA Corp

5.38 29M
Technology

Broadcom Inc

3.97 21M
Technology

Lockheed Martin Corp

3.84 20M
Industrials

AppLovin Corp Ordinary Shares - Class A

3.56 19M
Communication Services

Costco Wholesale Corp

3.43 18M
Consumer Defensive

Freeport-McMoRan Inc

3.30 18M
Basic Materials

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