PAGHX:NASDAQ
Permanent Portfolio Aggressive Growth Portfolio Class C – PAGHX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 90.92 | 1.18 (+1.31%) | 76.61 - 106.53 | -- |
Market data as of 12:00AM 04/02/25. Quotes are delayed by at least 15 min.
Overview - PAGHX
The investment seeks to achieve high (greater than for the stock market as a whole), long-term appreciation in the value of its shares.
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.
Growth of $10,000 (10 Years)
| Total Return | 15.48% |
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| Yield (Trailing 12 Mo.) | 0.00% |
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| Expense Ratio | 2.21% |
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| Front Load | None |
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| Deferred Load | 1.00% |
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| Minimum Investment | $1,000 |
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| Management Tenure | 22 Years |
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| Fund Inception | 05/31/2016 |
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Trailing Total Returns - PAGHX
as of 02/28/2025
| Timeframe | PAGHX | S&P 500 | Large Blend |
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| 1 Month | -0.86% | -1.30% | -1.59% |
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| 3 Month | 0.26% | -0.97% | -1.78% |
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| Year-to-Date | 1.70% | 1.44% | 1.71% |
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| 1 Year | 32.18% | 18.41% | 15.53% |
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| 3 Year | 18.07% | 12.55% | 10.88% |
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| 5 Year | 22.21% | 16.85% | 15.31% |
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| 10 Year | 11.98% | 12.98% | 11.46% |
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| Since Inception | 15.48% | 11.12% | -- |
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Sector Allocation - PAGHX
as of 02/28/2025
| Basic Materials | | 12.49% |
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| Consumer Cyclical | | 6.86% |
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| Financial Services | | 7.67% |
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| Real Estate | | 1.18% |
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| Consumer Defensive | | 3.62% |
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| Healthcare | | 3.23% |
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| Utilities | | 0.00% |
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| Communication Services | | 7.73% |
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| Energy | | 4.97% |
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| Industrials | | 14.21% |
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| Technology | | 38.04% |
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Asset Allocation - PAGHX
as of 02/28/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | -- | | | 93.58 | 93.58 |
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| Bond | -- | | | 0.00 | 0.00 |
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| Other | -- | | | 0.00 | 0.00 |
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| Foreign Stock | -- | | | 3.30 | 3.30 |
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| Foreign Bond | -- | | | 0.00 | 0.00 |
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| Total | -- | | | 96.88 | 96.88 |
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| Cash | -- | | | 3.12 | 3.12 |
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| Total Net Assets | $57.30M |
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| Total Stock Holdings | 35 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - PAGHX
as of 02/28/2025
Valuation & Growth - PAGHX
as of 02/28/2025
| Valuation | PAGHX | Category Range |
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| Price/Earnings | 23.89 | |
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| Price/Book | 3.60 | |
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| Price/Sales | 2.25 | |
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| Price/Cash Flow | 14.81 | |
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| Dividend Yield | 1.53 | |
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| LT Earnings | 14.59 | |
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| Historical Earnings | 15.85 | |
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| Sales Growth | 5.36 | |
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| Cash-Flow Growth | -4.68 | |
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| Book-Value Growth | 10.19 | |
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