Permanent Portfolio Aggressive Growth Portfolio

Shareclass

Permanent Portfolio Aggressive Growth A (PAGDX)

Type

Open-end mutual fund

Manager

Permanent Portfolio Family of Funds

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,651 out of 2,538 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Uber Technologies Inc
2.57% of assets
$1.46M invested
2. Autodesk Inc
1.85% of assets
$1.05M invested
3. Affirm Holdings Inc Ordinary Shares - Class A
1.59% of assets
$903,800 invested
4. Albemarle Corp
1.91% of assets
$1.08M invested
5. Amgen Inc
2.2% of assets
$1.25M invested
6. Meta Platforms Inc Class A
5.08% of assets
$2.88M invested
7. Visa Inc Class A
1.85% of assets
$1.05M invested
8. Freeport-McMoRan Inc
5.01% of assets
$2.84M invested
9. Ovintiv Inc
1.89% of assets
$1.07M invested
10. Lockheed Martin Corp
3.15% of assets
$1.79M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Lennar Corp Class A
1.62% of assets
$918,240 invested
2. Palantir Technologies Inc Ordinary Shares - Class A
11% of assets
$6.33M invested
3. Nucor Corp
1.06% of assets
$601,700 invested
4. HF Sinclair Corp
2.32% of assets
$1.32M invested
5. Broadcom Inc
5.91% of assets
$3.35M invested
6. Fluor Corp
1.58% of assets
$895,500 invested
7. Canadian Pacific Kansas City Ltd
0.87% of assets
$491,470 invested
8. IPG Photonics Corp
0.56% of assets
$315,700 invested
9. Charles Schwab Corp
1.8% of assets
$1.02M invested
10. Parker Hannifin Corp
3.22% of assets
$1.82M invested

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Financial performance

Performance data provided by

Find more financial data on PAGDX at Morningstar.com

Gender Equality and Returns

Returns chart for Permanent Portfolio Aggressive Growth Portfolio

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

PAGDX

Permanent Portfolio Aggressive Growth Portfolio

Family

Permanent Portfolio Family of Funds

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.6% more in annualized returns

Lower overall gender equality score

8 / 100 points lower

Lower gender balance in leadership and workforce score

4 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

PAGDX

Permanent Portfolio Aggressive Growth Portfolio

Family

Permanent Portfolio Family of Funds

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.6% more in annualized returns

Lower overall gender equality score

8 / 100 points lower

Lower gender balance in leadership and workforce score

4 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

PAGDX

Permanent Portfolio Aggressive Growth Portfolio

Family

Permanent Portfolio Family of Funds

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.6% more in annualized returns

Lower overall gender equality score

8 / 100 points lower

Lower gender balance in leadership and workforce score

4 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
PAGDX - Permanent Portfolio Aggressive Growth Portfolio

27%

22%

23%

13%

47 / 100 points

Benchmark

12%

16%

12%

55 / 100 points

Fund compared to benchmark

14%

10%

7.5%

0.6%

8 / 100 points lower

Find more financial data on PAGDX at Morningstar.com

What's next?

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