Permanent Portfolio Permanent I
PRPFX
NASDAQ76.33
USD
+0.11
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Permanent Portfolio Permanent I
PRPFX
(NASDAQ)
Recent
price
76.33
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Similar Companies
- Business
- Permanent Portfolio Class I (PRPFX) is a mutual fund that seeks to preserve and increase the purchasing power value of its shares over the long term by investing a fixed target percentage of its net assets across six distinct asset classes: 20% in gold; 5% in silver; 10% in Swiss franc assets; 15% in stocks of U.S. and foreign real estate and natural resource companies; 15% in aggressive growth stocks; and 35% in dollar assets, such as U.S. Treasury securities and corporate bonds. The fund, part of the Permanent Portfolio Family of Funds, operates as a non-leveraged, multi-asset class strategy designed to perform across various economic environments, including prosperity, recession, inflation, and deflation, serving as a core portfolio holding for long-term investors. Launched in December 1982 and headquartered in San Francisco, California, it is managed by Pacific Heights Asset Management, LLC, which has provided investment advisory services since October 2002. The fund's Class I shares exhibit a gross expense ratio of 0.81%, with a minimum initial investment of $1,000 and assets under management exceeding $4.69 billion as of recent reports. It is available primarily to U.S. investors through institutional channels and complements global allocation strategies with its balanced exposure to equities (approximately 30%), bonds (around 40%), precious metals, and cash equivalents. Geographic operations span global markets, with holdings in U.S. and non-U.S. stocks, bonds, and commodities, including significant allocations to Swiss franc-denominated assets and international natural resource equities. In recent developments, Permanent Portfolio Funds, advised by Pacific Heights, received three 2025 LSEG Lipper Fund Awards for Class I shares, recognizing superior risk-adjusted performance in the Alternative Global Macro Funds category over three- and five-year periods, building on four awards won in 2024 across multiple portfolios. For the fiscal year ended January 31, 2025, Class I shares delivered a total return of 24.55% net of fees, reflecting strong contributions from equities and precious metals amid volatile markets. As of September 30, 2025, year-to-date performance stood at 21.40% for Class I shares, underscoring the strategy's resilience in environments marked by inflation, geopolitical uncertainty, and equity concentration.