Permanent Portfolio ® PRPFX | PRPDX | PRPHX Your One-Stop , Single Solution for 42 Years
Permanent Portfolio ’ s comprehensive asset allocation strategy is designed to consider all investment climates – growth , inflation , stagflation , recession , deflation , volatility and uncertainty – seeking profit and downside protection in any economic environment , thereby eliminating the need for forecasts , predictions and market timing .
Permanent Portfolio ® PRPFX | PRPDX | PRPHX Your One-Stop , Single Solution for 42 Years
A Fund for All Seasons ®
Permanent Portfolio ’ s comprehensive asset allocation strategy is designed to consider all investment climates – growth , inflation , stagflation , recession , deflation , volatility and uncertainty – seeking profit and downside protection in any economic environment , thereby eliminating the need for forecasts , predictions and market timing .
Overall Morningstar Rating™
Out of 682 Moderate Allocation funds as of 09-30-24 based on risk-adjusted returns for Class I shares
Permanent Portfolio Class I , Best Alternative Global Macro Funds Over 3 and 5 Years ( out of 36 funds )
For More Information : permanentportfoliofunds . com | Institutional Sales ( 866 ) 792-6547 | Portfolio Management ( 415 ) 398-8000
Permanent Portfolio ’ s investment objectives , risks , charges and expenses must be considered carefully before investing . The Prospectus contains this and other important information . It may be obtained by calling ( 800 ) 531-5142 or by visiting permanentportfoliofunds . com . Read carefully before investing .
Mutual fund investing involves risk ; loss of principal is possible . Not FDIC Insured . No Bank Guarantee . May Lose Value .
© 2024 Morningstar , Inc . All Rights Reserved . The information contained herein : ( 1 ) is proprietary to Morningstar ; ( 2 ) may not be copied or distributed ; and ( 3 ) is not warranted to be accurate , complete or timely . Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information . Past performance is no guarantee of future results . The Morningstar Rating™ for funds , or “ star rating ”, is calculated for managed products ( including mutual funds , variable annuity and variable life subaccounts , exchange-traded funds , closed-end funds , and separate accounts ) with at least a three-year history . Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes . It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product ’ s monthly excess performance , placing more emphasis on downward variations and rewarding consistent performance . The Morningstar Rating does not include any adjustment for sales loads . The top 10 % of products in each product category receive 5 stars , the next 22.5 % receive 4 stars , the next 35 % receive 3 stars , the next 22.5 % receive 2 stars , and the bottom 10 % receive 1 star . The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three- , five- , and 10-year ( if applicable ) Morningstar Rating metrics . The weights are : 100 % three-year rating for 36-59 months of total returns , 60 % five-year rating / 40 % three year rating for 60-119 months of total returns , and 50 % 10-year rating / 30 % five-year rating / 20 % three-year rating for 120 or more months of total returns . While the 10-year overall star rating formula seems to give the most weight to the 10- year period , the most recent three-year period actually has the greatest impact because it is included in all three rating periods . As of September 30 , 2024 , Permanent Portfolio Class I received 5 stars for the Overall , 3-year and 5-year periods and 4 stars for the 10-year period among 682 , 682 , 643 and 491 Moderate Allocation funds , respectively .
The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating , which is an objective , quantitative , risk-adjusted performance measure calculated over 36 , 60 and 120 months .. The fund with the highest Lipper Leader for Consistent Return ( Effective Return ) value in each eligible classification wins the LSEG Lipper Fund Award . Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards , their accuracy is not guaranteed . Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction . For more information , see lipperfundawards . com .
Pacific Heights Asset Management , LLC (“ Pacific Heights ”) is the investment adviser to Permanent Portfolio Family of Funds , a Delaware statutory trust (“ Fund ”). The Fund is distributed by Quasar Distributors , LLC (“ Quasar ”), a member of FINRA . Quasar is not affiliated with Pacific Heights .