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Permanent Portfolio Aggressive Growth I PAGRX

Medalist Rating as of | See Permanent Portfolio Investment Hub
  • NAV / 1-Day Return 79.70  /  1.64 %
  • Total Assets 38.7 Mil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.14%
  • Turnover < 1%

Morningstar’s Analysis PAGRX

Will PAGRX outperform in future?

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

Strength in Permanent Portfolio Aggressive Growth I's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings PAGRX

  • Current Portfolio Date
  • Equity Holdings 36
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 54.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
11.01
3,691,620
Technology
8.88
2,976,750
Basic Materials
7.04
2,360,000
Technology
5.82
1,950,700
Communication Services
4.16
1,393,500
Industrials
4.15
1,389,760
Consumer Defensive
3.84
1,288,230
Industrials
2.88
966,950
Consumer Cyclical
2.81
942,780
Healthcare