Permanent Portfolio Aggressive Growth I

Frequently Asked Questions About PAGRX

What does PAGRX invest in?

The fund invests in stocks and stock warrants of U.S. and foreign companies that are expected to have a higher profit potential than the stock market as a whole and whose shares are valued primarily for potential growth in revenues, earnings, dividends or asset values rather than for current income.

What is the expense ratio of PAGRX?

Permanent Portfolio Aggressive Growth I (PAGRX) charges an expense ratio of 1.10%. This is the annual fee deducted from fund assets to cover management and operations.

How big is PAGRX?

Permanent Portfolio Aggressive Growth I (PAGRX) manages $118.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is PAGRX actively managed or an index fund?

PAGRX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (PAGRX's is 1.10%) in exchange for the discretion to over- or under-weight positions.

When was PAGRX launched?

Permanent Portfolio Aggressive Growth I (PAGRX) launched in January 1990 and is managed by the fund issuer.

How has PAGRX performed?

PAGRX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.