Permanent Portfolio Aggressive Growth Portfolio Class C (PAGHX)

Fund Assets	546.76M
Expense Ratio	2.098%
Min. Investment	$1,000
Turnover	2.54%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 4, 2025

Previous Close	139.13
YTD Return	8.24%
1-Year Return	13.28%
5-Year Return	108.16%
52-Week Low	116.92
52-Week High	148.90
Beta (5Y)	1.36
Holdings	40
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 13.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.93%.

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

46.10% of assets

Name	Symbol	Weight
Palantir Technologies Inc.	PLTR	7.67%
Arm Holdings plc	ARM	5.53%
NVIDIA Corporation	NVDA	5.05%
Meta Platforms, Inc.	META	4.71%
Twilio Inc.	TWLO	4.31%
Lockheed Martin Corporation	LMT	4.10%
Broadcom Inc.	AVGO	4.06%
AppLovin Corporation	APP	3.71%
State Street Corporation	STT	3.50%
Freeport-McMoRan Inc.	FCX	3.46%

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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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