About PAGRX
The Permanent Portfolio Aggressive Growth Portfolio Class I is a mutual fund designed to pursue long-term capital appreciation by investing primarily in the equities of U.S. and foreign companies with higher profit potential than the broader stock market. The fund focuses on growth, targeting shares valued for their revenue, earnings, or asset growth prospects rather than for current income. Its portfolio spans a mix of large-, mid-, and small-cap firms across at least twelve industry groups, including technology, industrials, basic materials, energy, and consumer defensive sectors. Notable holdings frequently include leading technology companies and diversified industry leaders, with around half of its assets concentrated in its top ten positions.
This portfolio maintains a fully invested approach, aiming to capture market appreciation without attempting to time the market. Classified in the large blend category, the fund typically exhibits higher volatility and risk, reflecting its aggressive growth mandate. With relatively high active management, the fund carries an expense ratio above the category average, owing in part to its focused investment strategy and smaller asset base. The Permanent Portfolio Aggressive Growth Portfolio Class I serves investors seeking an equity-focused vehicle with broad sector exposure and an emphasis on long-term growth potential.
Fund Family Permanent Portfolio Family of Funds
Category Large Blend
Performance Rating High
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol PAGRX
Share Class Class I
Index Dow Jones Industrial Daily Reinvested Avg TR
PAGRX had a total return of 24.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.21%.
