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Fund Intelligence | Best Managers | PAGRX Insights | PAGRX Score | PAGRX Performance | PAGRX Manager | PAGRX News | PAGRX Allocation | PAGRX Holdings Change

Mutual Fund Insights: Permanent Portfolio Aggressive Growth Fund (PAGRX)

In-depth Analysis of Permanent Portfolio Aggressive Growth Fund (PAGRX)

Mutual fund chart: Permanent Portfolio Aggressive Growth Fund (PAGRX)

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See Permanent Portfolio Aggressive Growth Fund (PAGRX) performance details as of January 31, 2010

  

    Last Trade: $43.68 on 3/11/2010, Change: -0.09 (-0.21%)
Experiment our closing price forecasting tool for Permanent Portfolio Aggressive Growth Fund (PAGRX) (alpha release)

  

Fund Manager - Michael J. Cuggino

Fund Manager Tenure: 6.9 years
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)
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.  Get more insights on Michael J. Cuggino

  

What we like about Permanent Portfolio Aggressive Growth Fund (PAGRX) What we like about Permanent Portfolio Aggressive Growth Fund (PAGRX)

Data for Permanent Portfolio Aggressive Growth Fund (PAGRX) as of January 31, 2010

  • Permanent Portfolio Aggressive Growth Fund (PAGRX) management has been with Permanent Portfolio Aggressive Growth Fund for 6.9 years
  • Permanent Portfolio Aggressive Growth Fund (PAGRX) has good Long-term performance (5-year return 1.48% vs 0.87% Large Growth category average)
  • Permanent Portfolio Aggressive Growth Fund (PAGRX) ratio of up-years vs down years is greater than 2
  • Permanent Portfolio Aggressive Growth Fund (PAGRX) has a lower management fee than its Large Growth average: 1.20% vs 1.33%
  • Permanent Portfolio Aggressive Growth Fund (PAGRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Permanent Portfolio Aggressive Growth Fund (PAGRX) What we are cautious about Permanent Portfolio Aggressive Growth Fund (PAGRX)

Data for Permanent Portfolio Aggressive Growth Fund (PAGRX) as of January 31, 2010

  • Permanent Portfolio Aggressive Growth Fund is a focused fund with 37.40% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Permanent Portfolio Aggressive Growth Fund (PAGRX) has a less-than-ideal short-term performance (1-year return 34.78% vs 35.76% Large Growth category average)
  • Permanent Portfolio Aggressive Growth Fund (PAGRX) has a less-than-ideal mid-term performance (3-year return -8.12% vs -5.20% Large Growth category average)
  • Permanent Portfolio Aggressive Growth Fund (PAGRX) has a Morningstar rating of 3 and below
  • Permanent Portfolio Aggressive Growth Fund (PAGRX) is less safe compared to its Large Growth peers
  • Permanent Portfolio Aggressive Growth Fund (PAGRX) does not have a good risk adjusted return as its 3-year Alpha of 0.85 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.32
  • Permanent Portfolio Aggressive Growth Fund (PAGRX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.49 that is higher than category average of 21.28
See Permanent Portfolio Aggressive Growth Fund (PAGRX) performance details as of January 31, 2010

  

  

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Permanent Portfolio Aggressive Growth Fund (PAGRX) Net Asset

Track net asset change of Permanent Portfolio Aggressive Growth fund (PAGRX)

DateNet Asset
01/2010$18.45M
11/2009$19.39M
10/2009$18.29M
More historic net asset information on Permanent Portfolio Aggressive Growth Fund (PAGRX)

  

Permanent Portfolio Aggressive Growth Fund (PAGRX) Portfolio Allocation

Track portfolio allocation change of Permanent Portfolio Aggressive Growth fund (PAGRX)

DateCashStockBondOther
10/20091.47%98.53%0%0%
09/20094.77%95.23%0%0%
07/20091.84%98.16%0%0%
Click here to see more historic asset allocation information on Permanent Portfolio Aggressive Growth Fund (PAGRX)

  

Most Recent Top 10 Holdings in Permanent Portfolio Aggressive Growth Fund (PAGRX)

Discover what Permanent Portfolio Aggressive Growth Fund (PAGRX) manager is buying

31-Oct-09
HEWLETT PACKARD CO [5.19%]
Intel Corporation [4.18%]
FEDEX CORP [3.98%]
Symantec Corporation [3.85%]
ILL TOOL WORKS INC [3.77%]
Amgen Inc. [3.53%]
QUALCOMM Incorporated [3.4%]
AIR PRODUCTS CHEM [3.37%]
Costco Wholesale Corporation [3.11%]
WALT DISNEY-DISNEY C [2.99%]

30-Sep-09
HEWLETT PACKARD CO [4.84%]
Intel Corporation [4.01%]
FEDEX CORP [3.85%]
Amgen Inc. [3.7%]
QUALCOMM Incorporated [3.46%]
Symantec Corporation [3.38%]
ILL TOOL WORKS INC [3.28%]
AIR PRODUCTS CHEM [3.18%]
BANK OF NY MELLON CP [2.97%]
The Charles Schwab Corporation [2.94%]

31-Jul-09
HEWLETT PACKARD CO [4.76%]
QUALCOMM Incorporated [4.17%]
Intel Corporation [4.07%]
Amgen Inc. [3.91%]
Symantec Corporation [3.83%]
BANK OF NY MELLON CP [3.61%]
LOCKHEED MARTIN CP [3.47%]
ILL TOOL WORKS INC [3.45%]
FEDEX CORP [3.42%]
Charles Schwab Corporation (The [3.24%]
Click here for Stock Holding Change Map in Permanent Portfolio Aggressive Growth Fund (PAGRX)

  

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Latest News on Permanent Portfolio Aggressive Growth (PAGRX)

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