Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Permanent Portfolio Family Of Funds Inc
SEC CIK
IRS number
942788165
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
15 Apr 24
N-CSR
Certified annual shareholder report (management investment company)
2 Apr 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
29 Sep 23
N-PX
Annual report of proxy voting record
28 Jul 23
CORRESP
Correspondence with SEC
28 Jul 23
N-CEN
Annual report (registered investment company)
10 Apr 23
N-CSR
Certified annual shareholder report (management investment company)
3 Apr 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
30 Sep 22
N-PX
Annual report of proxy voting record
3 Aug 22
N-CEN
Annual report (registered investment company)
11 Apr 22
Latest ownership filings
NPORT-P
Short-Term Treasury Portfolio (Jan 2024 report)
26 Mar 24
NPORT-P
Permanent Portfolio (Jan 2024 report)
26 Mar 24
NPORT-P
Versatile Bond Portfolio (Jan 2024 report)
26 Mar 24
NPORT-P
Aggressive Growth Portfolio (Jan 2024 report)
26 Mar 24
NPORT-P
Short-Term Treasury Portfolio (Oct 2023 report)
29 Dec 23
NPORT-P
Aggressive Growth Portfolio (Oct 2023 report)
29 Dec 23
NPORT-P
Versatile Bond Portfolio (Oct 2023 report)
29 Dec 23
NPORT-P
Permanent Portfolio (Oct 2023 report)
29 Dec 23
NPORT-P/A
Permanent Portfolio (Jul 2023 report)
22 Dec 23
NPORT-P
Aggressive Growth Portfolio (Jul 2023 report)
27 Sep 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Aggressive Growth Portfolio | PAGRX, PAGDX, PAGHX | 10.69 | 8.18 | 0.66 | 33.57 mm | 36 | Jan 2024 |
Permanent Portfolio | PRPFX, PRPHX, PRPDX | 4.22 | 2.92 | -0.78 | 2.94 bn | 168 | Jan 2024 |
Short-Term Treasury Portfolio | PRTBX | 0.53 | 0.58 | 0.39 | 11.77 mm | 8 | Jan 2024 |
Versatile Bond Portfolio | PRVBX, PRVDX, PRVHX | 1.57 | 1.46 | 0.98 | 96.41 mm | 78 | Jan 2024 |