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Permanent Portfolio (PRPFX) Fund Ranking and Research

Ranking, Research and Recommendation of Permanent Portfolio (PRPFX) Fund

    Last Trade: $39.51 on 4/21/2017, Change: -0.03 (-0.08%)

 

Graph of Permanent Portfolio Fund (PRPFX) ManagerFund Manager - Michael J. Cuggino

Fund Manager Information

Fund Manager Tenure: 14.0 years
Fund Family: Permanent Portfolio
Fund Category: Allocation--30% to 50% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)
Honorable Mentioning: US News (2011), Market Watch (2011),
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 since 1998 and has been the Chairman of the Board, President 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

 

Graph of Permanent Portfolio Fund (PRPFX) ProfilePermanent Portfolio Fund (PRPFX) Profile

Fund Profile and Description

Permanent Portfolio Fund seeks to preserve and increase the purchasing power value of its shares over the long term. Permanent Portfolio Fund invests a fixed target percentage of net assets in the following investment categories: gold, silver, Swiss franc assets such as Swiss franc denominated deposits and bonds of the federal government of Switzerland, stocks of U.S. and foreign real estate and natural resource companies, aggressive growth stocks and dollar assets such as U.S. Treasury securities and short-term corporate bonds.

 

Permanent Portfolio (PRPFX) Fund Strength What we like about Permanent Portfolio (PRPFX) Fund

Data for Permanent Portfolio Fund (PRPFX) as of May 30, 2016

  • Permanent Portfolio Fund (PRPFX) management has been with Permanent Portfolio Fund for 14.0 years
  • Permanent Portfolio Fund (PRPFX) has good short-term performance (1-year return 0.15% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • Permanent Portfolio Fund (PRPFX) ratio of up-years vs down years is greater than 2
  • Asset base in Permanent Portfolio Fund (PRPFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Permanent Portfolio Fund (PRPFX) has an annual stock turnover rate of 5.92% vs Allocation--30% to 50% Equity average of 48.09%. It is good that Permanent Portfolio management does not trade extensively for its return.
  • Permanent Portfolio Fund (PRPFX) has a lower expense ratio than its Allocation--30% to 50% Equity average: 0.80% vs 0.81%
  • Permanent Portfolio Fund (PRPFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Permanent Portfolio Fund (PRPFX) Weakness What we are cautious about Permanent Portfolio (PRPFX) Fund

Data for Permanent Portfolio Fund (PRPFX) as of May 30, 2016

  • Permanent Portfolio Fund (PRPFX) has a less-than-ideal mid-term performance (3-year return 0.44% vs 3.44% Allocation--30% to 50% Equity category median performance)
  • Permanent Portfolio Fund (PRPFX) has a less-than-ideal Long-term performance (5-year return 0.06% vs 4.31% Allocation--30% to 50% Equity category median performance)
  • Permanent Portfolio Fund (PRPFX) has a Morningstar rating of 3 and below
  • Permanent Portfolio Fund (PRPFX) is less safe compared to its Allocation--30% to 50% Equity peers
  • Permanent Portfolio Fund (PRPFX) does not have a good risk adjusted return as its 3-year Alpha of -2.68 is worse than category average of -0.68, and its 3-year Sharpe ratio is 0.08
  • Permanent Portfolio Fund (PRPFX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.81 that is higher than category average of 5.82
See Permanent Portfolio Fund (PRPFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Permanent Portfolio Fund (PRPFX)Compare with other top Allocation--30% to 50% Equity category mutual funds

Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Permanent Portfolio7.990.150.440.06
Hartford Balanced Income I (HBLIX)5.893.656.257.99Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)3.140.124.475.27Compare
Berwyn Income (BERIX)4.250.444.235.21Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

Compare Permanent Portfolio Fund (PRPFX)Compare with Allocation--30% to 50% Equity category ETFs

Some Allocation--30% to 50% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite ETF (PCEF)6.79%0.95%3.50%
iShares Core Conservative Allocation (AOK)000
iShares Core Moderate Allocation (AOM)3.37%-0.12%4.15%

 

Graph of Permanent Portfolio Fund (PRPFX) Net Asset TrackingPermanent Portfolio (PRPFX) Fund Net Asset

Track net asset change of Permanent Portfolio fund (PRPFX)

DateNet Asset
05/2016$2.94B
03/2016$2.88B
02/2016$2.79B
More historic net asset information on Permanent Portfolio Fund (PRPFX)

  

Graph of Permanent Portfolio Fund (PRPFX) Portfolio TrackingPermanent Portfolio (PRPFX) Fund Portfolio Allocation

Track portfolio allocation change of Permanent Portfolio fund (PRPFX)

DateCashStockBondOther
05/20164.06%37.12%29.53%29.27%
03/20166.25%35.48%29.02%29.24%
01/201611.13%32.93%28.07%27.87%
Click here to see more historic asset allocation information on Permanent Portfolio Fund (PRPFX)

 

graph of Permanent Portfolio Fund (PRPFX) Top 10 Position TrackingTop 10 Holdings in Permanent Portfolio (PRPFX) Fund

Discover what Permanent Portfolio Fund (PRPFX) manager is buying

May 30, 2016
Gold Bullion Comex Eligible [10%]
Gold/US Golden Eagles [6.69%]
Gold Canadian Maple Leaf [6.64%]
Silver Bullion Comex Eligible [5.73%]
US Treasury Bond 6% [5.13%]
US Treasury Bond 5.25% [5.08%]
US Treasury Bond 6.25% [4.91%]
Switzerland Bonds Regs 04/21 2. [4.08%]
Switzerland (Govt) 2.25% [4.05%]
Facebook, Inc. [3.6%]

Mar 30, 2016
Gold Bullion Comex Eligible [9.98%]
Gold/US Golden Eagles [6.8%]
Gold Canadian Maple Leaf [6.73%]
Silver Bullion Comex Eligible [5.46%]
US Treasury Bond 6% [5.33%]
US Treasury Bond 5.25% [5.27%]
US Treasury Bond 6.25% [5.11%]
Switzerland Bonds Regs 04/21 2. [4.17%]
Switzerland (Govt) 2.25% [4.14%]
Facebook, Inc. [3.4%]

Jan 30, 2016
Gold Bullion Comex Eligible [9.42%]
Gold/US Golden Eagles [6.5%]
Gold Canadian Maple Leaf [6.44%]
US Treasury Bond 6% [5.76%]
US Treasury Bond 5.25% [5.67%]
US Treasury Bond 6.25% [5.55%]
Silver Bullion Comex Eligible [5.24%]
Switzerland Bonds Regs 04/21 2. [4.09%]
Switzerland (Govt) 2.25% [4.07%]
Facebook, Inc. [3.48%]
Click here for Stock Holding Change Map in Permanent Portfolio Fund (PRPFX)

  

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Permanent Portfolio Fund (PRPFX) Related ResourcesSee more information on Permanent Portfolio (PRPFX) Fund

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