About PRPHX
Permanent Portfolio Class C is a multi-asset mutual fund designed to serve as a core holding for investors seeking both capital preservation and long-term growth. Its central objective is to maintain and enhance the purchasing power of its shareholders’ assets over time, regardless of prevailing market conditions. The fund achieves this by diversifying across a carefully structured mix of asset classes, including gold, silver, Swiss franc-denominated assets, real estate and natural resource stocks, aggressive growth equities, and dollar-based fixed income securities. Its allocation targets, such as significant weightings to precious metals and alternative currencies, are intended to provide resilience in varied economic climates—such as inflation, recession, or deflation—while also capturing upside from equity and resource markets. Permanent Portfolio Class C employs a non-leveraged, disciplined strategy and typically exhibits below-average risk compared to peers, appealing to investors who value stability alongside moderate growth potential. The fund is recognized for its distinct approach to diversification and is often used to complement global allocation or macro strategies within an investment portfolio.
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 PRPHX
Share Class Class C
Index FTSE 3 Months Treasury Bill TR
PRPHX had a total return of 4.36% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.44%.
