Morningstar

Permanent Portfolio Aggressive Growth Portfolio Class I PAGRX

Morningstar Medalist Rating
Medalist Rating as of | See Permanent Portfolio Investment Hub
  • NAV / 1-Day Return 153.33  /  −0.65 %
  • Total Assets 560.4M
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00%
  • Turnover 3%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 1:15 AM GMT+0

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 46.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ARM Holdings PLC ADR

7.92 44M
Technology

AppLovin Corp Ordinary Shares - Class A

5.98 33M
Communication Services

Palantir Technologies Inc Ordinary Shares - Class A

4.69 26M
Technology

Meta Platforms Inc Class A

4.53 25M
Communication Services

NVIDIA Corp

4.47 25M
Technology

Broadcom Inc

4.05 23M
Technology

Structure Therapeutics Inc ADR

3.84 21M
Healthcare

Twilio Inc Class A

3.69 21M
Technology

Lockheed Martin Corp

3.64 20M
Industrials

Costco Wholesale Corp

3.34 19M
Consumer Defensive

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