About PRPDX
Permanent Portfolio Class A is a multi-asset mutual fund designed to serve as a core holding for investors seeking both capital preservation and long-term growth. The fund employs a distinctive allocation strategy, distributing its assets across a blend of asset classes to safeguard against various economic scenarios. Specifically, it targets fixed allocations—20% to gold, 5% to silver, 10% to Swiss franc assets, 15% to real estate and natural resource stocks, 15% to aggressive growth stocks, and 35% to U.S. dollar-denominated assets, such as Treasury securities and high-grade corporate bonds. By doing so, Permanent Portfolio Class A aims to mitigate risks posed by inflation, deflation, recession, and periods of robust economic growth. The fund is classified as non-diversified, allowing it flexibility to concentrate investments in select categories. This structure provides exposure to global equities, commodities, currencies, and fixed income, making it notable for its resilience and adaptability across varying market conditions. Established in 1982, Permanent Portfolio Class A is recognized for its consistent focus on preserving and increasing the purchasing power of its shareholders' capital over the long term.
Fund Family Permanent Portfolio Family of Funds
Category Allocation--50% to 70% Equity
Performance Rating High
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol PRPDX
Share Class Class A
Index FTSE 3 Months Treasury Bill TR
PRPDX had a total return of 8.57% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.68%.
