Permanent Portfolio Aggressive Growth Portfolio
Shareclass
Permanent Portfolio Aggressive Growth A (PAGDX)
Type
Open-end mutual fund
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 1,425 out of 1,462 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Permanent Portfolio Aggressive Growth Portfolio PAGDX
Environment
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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 Inc1.84% of assets$5.88M invested
- 2. Autodesk Inc2.49% of assets$7.94M invested
- 3. Affirm Holdings Inc Ordinary Shares - Class A2.06% of assets$6.58M invested
- 4. Amgen Inc2.21% of assets$7.06M invested
- 5. Freeport-McMoRan Inc2.46% of assets$7.84M invested
- 6. Meta Platforms Inc Class A4.61% of assets$14.69M invested
- 7. Visa Inc Class A1.61% of assets$5.12M invested
- 8. State Street Corp2.18% of assets$6.96M invested
- 9. Lululemon Athletica Inc1.39% of assets$4.45M invested
- 10. Ovintiv Inc1.58% of assets$5.05M 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 A1.98% of assets$6.3M invested
- 2. Palantir Technologies Inc Ordinary Shares - Class A6.86% of assets$21.89M invested
- 3. AppLovin Corp Ordinary Shares - Class A6.76% of assets$21.56M invested
- 4. Nucor Corp1.27% of assets$4.06M invested
- 5. HF Sinclair Corp1.64% of assets$5.23M invested
- 6. Fluor Corp1.65% of assets$5.26M invested
- 7. Broadcom Inc4.14% of assets$13.2M invested
- 8. IPG Photonics Corp1.24% of assets$3.96M invested
- 9. Charles Schwab Corp1.8% of assets$5.73M invested
- 10. Canadian Pacific Kansas City Ltd1.17% of assets$3.72M invested
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Financial performance
Performance data provided by
Find more financial data on PAGDX at Morningstar.com
Find more financial data on PAGDX at Morningstar.comGender Equality and Returns
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.
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