Morningstar

Permanent Portfolio Aggressive Growth Portfolio Class I PAGRX

Morningstar Medalist Rating
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Medalist Rating as of See Permanent Portfolio Investment Hub
  • NAV / 1-Day Return $152.59  /  −1.57 %
  • Fund Size $529.7M
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield < 0.01%
  • Turnover Ratio 3%
NAV and 1-Day Return as of

Morningstar’s Analysis PAGRX

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

  • People Pillar

    The People Pillar is our evaluation of the PAGRX 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 PAGRX’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 I 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 PAGRX

More PAGRX 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

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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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