Permanent Portfolio Aggressive Growth
600 Montgomery Street 27th FL Suite 2740 San Francisco CA 94111
Phone: 800-531-5142
| Category: |
Large Growth |
| Fund Family: |
Permanent Portfolio |
| Net Assets: |
18.45M |
| Year-to-Date Return: |
-4.23% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
02-Jan-90 |
|
Michael J. Cuggino
Lead Manager since
01-May-03 |
|
| Cuggino has been the President, Chief Executive Officer, and a Portfolio Manager with Pacific Heights Asset Management, LLC, ("PHAM") since its founding in 2002. Cuggino has been a director of the Fund since 1998 and has been the Chairman of the Board, and President of the Fund since 2003 and Secretary since 2006. From 1993 through 2007, he also served as Treasurer of the Fund. He began managing the Fund on May 1, 2003. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$100 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks high (greater than the stock market), long-term appreciation in the value of the portfolio?s shares. The fund invests in stocks and stock warrants of U.S. companies selected for high profit potential, whose price is expected by the fund?s investment adviser to be greater than the price volatility of the U.S. stock market as a whole. Such investments may include stocks of companies in high technology industries, companies exploiting or developing new products or services, and companies whose stock is valued primarily for potential growth in earnings, dividends or asset values rather than current income. |
| Last Dividend
(3-Dec-08):
|
0.06 |
| Last Cap Gain
(3-Dec-08):
|
14.99 |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
109.93% |
|
| Expense |
PAGRX |
Category
Avg |
| Total Expense Ratio: |
1.20%
|
1.33% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.43% |
| Max Deferred Sales Load: |
%
|
2.63% |
| 3 Yr Expense Projection*: |
$415 |
$653 |
| 5 Yr Expense Projection*: |
$693 |
$1,027 |
| 10 Yr Expense Projection*: |
$1,485 |
$2,050 |
|
|
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