PRPDX – Permanent Portfolio Permanent A Investment Strategy | Morningstar

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Strategy

The investment seeks to preserve and increase the purchasing power value of its shares over the long term. The fund allocates its assets as follows: 20% of its assets in gold, 5% of its assets in silver, 10% of its assets in swiss franc assets, 15% of its assets in real estate and natural resource stocks, 15% of its assets in aggressive growth stocks, and 35% of its assets in dollar assets. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PRPFX	Permanent Portfolio Permanent Portfolio Class I	Institutional	Open			Dec 1, 1982	$7.21B	0.790%	Average	$1,000	—
PRPDX	Permanent Portfolio Permanent Portfolio Class A	Front Load	Open			May 31, 2016	$107.19M	1.040%	Average	$1,000	—
PRPHX	Permanent Portfolio Permanent Portfolio Class C	Level Load	Open			May 31, 2016	$114.10M	1.790%	Above Average	$1,000	—

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