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

Mutual Fund Insights: Permanent Portfolio Fund (PRPFX)

In-depth Analysis of Permanent Portfolio Fund (PRPFX)

Mutual fund chart: Permanent Portfolio Fund (PRPFX)

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See Permanent Portfolio Fund (PRPFX) performance details as of January 31, 2010

  

    Last Trade: $39.58 on 3/12/2010, Change: +0.03 (0.08%)
Experiment our closing price forecasting tool for Permanent Portfolio Fund (PRPFX) (alpha release)

  

Fund Manager - Michael J. Cuggino

Fund Manager Tenure: 6.9 years
Fundmojo Fund Grade: A (Score: 0.77)     (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 Fund (PRPFX) What we like about Permanent Portfolio Fund (PRPFX)

Data for Permanent Portfolio Fund (PRPFX) as of January 31, 2010

  • Permanent Portfolio Fund (PRPFX) management has been with Permanent Portfolio Fund for 6.9 years
  • Permanent Portfolio Fund (PRPFX) has good mid-term performance (3-year return 5.91% vs 0.26% Conservative Allocation category average)
  • Permanent Portfolio Fund (PRPFX) has good Long-term performance (5-year return 8.64% vs 2.80% Conservative Allocation category average)
  • Permanent Portfolio Fund (PRPFX) ratio of up-years vs down years is greater than 2
  • Permanent Portfolio Fund (PRPFX) has a Morningstar rating of 4 and above
  • Permanent Portfolio Fund (PRPFX) has a lower management fee than its Conservative Allocation average: 0.84% vs 0.86%
  • Permanent Portfolio Fund (PRPFX) 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 Fund (PRPFX) What we are cautious about Permanent Portfolio Fund (PRPFX)

Data for Permanent Portfolio Fund (PRPFX) as of January 31, 2010

  • Permanent Portfolio Fund is a focused fund with 36.92% 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 Fund (PRPFX) has a less-than-ideal short-term performance (1-year return 21.43% vs 22.81% Conservative Allocation category average)
  • Permanent Portfolio Fund (PRPFX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.7 that is higher than category average of 10.66
See Permanent Portfolio Fund (PRPFX) performance details as of January 31, 2010

  

  

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Permanent Portfolio Fund (PRPFX) Net Asset

Track net asset change of Permanent Portfolio fund (PRPFX)

DateNet Asset
01/2010$5.07B
11/2009$4.89B
10/2009$4.43B
More historic net asset information on Permanent Portfolio Fund (PRPFX)

  

Permanent Portfolio Fund (PRPFX) Portfolio Allocation

Track portfolio allocation change of Permanent Portfolio fund (PRPFX)

DateCashStockBondOther
10/200913.12%30.76%31.11%25.02%
09/200912.86%38.54%29.92%18.69%
08/200911.71%38.99%31.57%17.73%
Click here to see more historic asset allocation information on Permanent Portfolio Fund (PRPFX)

  

Most Recent Top 10 Holdings in Permanent Portfolio Fund (PRPFX)

Discover what Permanent Portfolio Fund (PRPFX) manager is buying

31-Oct-09
Gold/US Golden Eagles [6.84%]
Gold Canadian Maple Leaf [6.78%]
Gold Bullion Comex Eligible [5.99%]
Silver Bullion Comex Eligible [4.62%]
US Treasury Bond 9% [3.26%]
US Treasury Bond 7.25% [2.85%]
US Treasury Bond 6.25% [2.81%]
US Treasury Bond 5.25% [2.57%]
US Treasury Bond 4.5% [2.36%]
U S Treas Bd Stripped Prin Pmt [1.67%]

30-Sep-09
Gold/US Golden Eagles [6.85%]
Gold Canadian Maple Leaf [6.78%]
GOLD COMEX [6.01%]
SILVER COMEX [4.89%]
US Treasury Bond 9% [3.39%]
US Treasury Bond 7.25% [2.96%]
US Treasury Bond 6.25% [2.93%]
US Treasury Bond 5.25% [2.71%]
US Treasury Bond 4.5% [2.51%]
U S Treas Bd Stripped Prin Pmt [1.75%]

31-Aug-09
Gold/US Golden Eagles [6.46%]
Gold Canadian Maple Leaf [6.4%]
GOLD COMEX [6.09%]
SILVER COMEX [4.71%]
US Treasury Bond 9% [3.62%]
US Treasury Bond 7.25% [3.17%]
US Treasury Bond 6.25% [3.11%]
US Treasury Bond 5.25% [2.88%]
US Treasury Bond 4.5% [2.64%]
U S Treas Bd Stripped Prin Pmt [1.83%]
Click here for Stock Holding Change Map in Permanent Portfolio Fund (PRPFX)

  

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