Permanent Portfolio Class Fund Quote
PRPDX Fund | USD 68.24 0.09 0.13% |
PerformanceSolid
| Odds Of DistressLow
|
Permanent Portfolio is trading at 68.24 as of the 20th of July 2025; that is 0.13% down since the beginning of the trading day. The fund's open price was 68.33. Permanent Portfolio has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund allocates its assets as follows 20 percent of its assets in gold, 5 percent of its assets in silver, 10 percent of its assets in swiss franc assets, 15 percent of its assets in real estate and natural resource stocks, 15 percent of its assets in aggressive growth stocks, and 35 percent of its assets in dollar assets. More on Permanent Portfolio Class
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Permanent Mutual Fund Highlights
Update Date | 30th of June 2025 |
Expense Ratio Date | 31st of May 2023 |
Fiscal Year End | January |
Permanent Portfolio Class [PRPDX] is traded in USA and was established 20th of July 2025. Permanent Portfolio is listed under Permanent Portfolio Family of Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Permanent Portfolio Family of Funds family. This fund at this time has accumulated 2.78 B in assets with no minimum investment requirementsPermanent Portfolio Class is currently producing year-to-date (YTD) return of 14.2% with the current yeild of 0.01%, while the total return for the last 3 years was 17.23%.
Check Permanent Portfolio Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Permanent Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Permanent Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Permanent Portfolio Class Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Permanent Portfolio Class Mutual Fund Constituents
FB | ProShares Trust ProShares | Etf | Internet Content & Information | |
FCX | Freeport McMoran Copper Gold | Stock | Materials | |
TPL | Texas Pacific Land | Stock | Energy | |
TWLO | Twilio Inc | Stock | Information Technology |
Permanent Portfolio Class Risk Profiles
Mean Deviation | 0.3171 | |||
Standard Deviation | 0.4258 | |||
Variance | 0.1813 | |||
Downside Variance | 0.1475 |
Permanent Portfolio Against Markets
Other Information on Investing in Permanent Mutual Fund
Permanent Portfolio financial ratios help investors to determine whether Permanent Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Permanent with respect to the benefits of owning Permanent Portfolio security.
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