Morningstar

Permanent Portfolio Permanent Portfolio Class C PRPHX

Morningstar Medalist Rating
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Medalist Rating as of See Permanent Portfolio Investment Hub
  • NAV / 1-Day Return $73.10  /  −1.00 %
  • Fund Size $7.2B
  • Adjusted Expense Ratio 1.790%
  • Net Expense Ratio 1.790%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Investment Status Open
  • TTM Yield 0.42%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis PRPHX

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

  • People Pillar

    The People Pillar is our evaluation of the PRPHX 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 PRPHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Permanent Portfolio Permanent C 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 PRPHX

More PRPHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Gold Bullion Comex Eligible

13.38 966M
—

Silver Bullion Comex Eligible

4.80 346M
—

Palantir Technologies Inc Ordinary Shares - Class A

3.11 224M
Technology

Gold/US Golden Eagles

2.95 213M
—

Texas Pacific Land Corp

2.57 186M
Energy

Switzerland (Government Of) 0%

2.38 172M
Government

Gold Canadian Maple Leaf

2.35 170M
—

Freeport-McMoRan Inc

2.33 168M
Basic Materials

Switzerland (Government Of) 0.5%

2.16 156M
Government

NVIDIA Corp

1.90 137M
Technology

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