Permanent Portfolio Aggressive Growth Portfolio Class C (PAGHX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

140.29

+1.89 (1.37%)

At close: Sep 17, 2026

Fund Assets	510.27M
Expense Ratio	2.10%
Min. Investment	$1,000
Turnover	2.54%
Dividend (ttm)	0.04
Dividend Yield	0.03%
Dividend Growth	-99.24%
Payout Frequency	Annual
Ex-Dividend Date	Dec 4, 2025

Previous Close	138.40
YTD Return	9.14%
1-Year Return	16.35%
5-Year Return	112.88%
52-Week Low	116.92
52-Week High	148.90
Beta (5Y)	1.36
Holdings	42
Inception Date	May 31, 2016

About PAGHX

Permanent Portfolio Aggressive Growth Portfolio Class C is an open-end equity mutual fund designed to achieve substantial long-term capital appreciation. Managed by Pacific Heights Asset Management, this fund primarily invests in stocks and stock warrants of both U.S. and international companies that are anticipated to offer higher profit potential than the broader stock market. Its diversified approach spans at least twelve industry groups, including sectors such as technology, healthcare, energy, finance, and natural resources. The fund targets businesses valued for growth in revenues, earnings, dividends, or asset values, rather than current income. By maintaining a fully invested position in equities at all times, the portfolio aims to maximize growth opportunities and mitigate the risks associated with market timing. Notable holdings often include prominent technology and industrial companies, reflecting its focus on dynamic and innovative market segments. This mutual fund plays a significant role for investors seeking aggressive capital growth through wide industry exposure and a commitment to growth-oriented equities.

Fund Family Permanent Portfolio Family of Funds

Category Large Blend

Performance Rating High

Risk Rating High

Stock Exchange NASDAQ

Ticker Symbol PAGHX

Share Class Class C

Index Dow Jones Industrial Daily Reinvested Avg TR

Performance

PAGHX had a total return of 16.35% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.18%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
PAGRX	Class I	1.10%
PAGDX	Class A	1.35%

Top 10 Holdings

46.63% of assets

Name	Symbol	Weight
Arm Holdings plc	ARM	5.87%
Palantir Technologies Inc.	PLTR	5.42%
AppLovin Corporation	APP	5.04%
NVIDIA Corporation	NVDA	4.91%
Meta Platforms, Inc.	META	4.90%
Broadcom Inc.	AVGO	4.57%
Lockheed Martin Corporation	LMT	4.56%
Twilio Inc.	TWLO	3.86%
Structure Therapeutics Inc.	GPCR	3.76%
Costco Wholesale Corporation	COST	3.73%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 4, 2025	$0.04238	Dec 4, 2025
Dec 4, 2024	$5.5717	Dec 4, 2024
Dec 6, 2023	$1.94328	Dec 6, 2023
Dec 7, 2022	$4.200	Dec 7, 2022
Dec 8, 2021	$5.51903	Dec 8, 2021
Dec 9, 2020	$10.40108	Dec 9, 2020

Full Dividend History