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Permanent Portfolio Short-Term Trs I PRTBX

Quantitative rating as of | See Permanent Portfolio Investment Hub
  • NAV / 1-Day Return 63.43  /  0.00
  • Total Assets 12.1 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Ultrashort Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Effective Duration

Morningstar’s Analysis PRTBX

Will PRTBX outperform in future?

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

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Permanent Portfolio Short-Term Trs I to a Morningstar Quantitative Rating of Neutral. 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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