| Disclosure:
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Investment performance, current to the most recent month-end, may be lower or higher than the performance quoted. It can be obtained by calling (800) 531-5142. For standardized performance, click here.
The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The Prospectus contains this and other important information about the investment companies. A hard copy may be obtained by calling (800) 531-5142. Read the Prospectus carefully before investing.
While the funds are no-load, management and other fees still apply. Please refer to the Prospectus for further details.
Opinions expressed and securities mentioned are those of Michael J. Cuggino. They are subject to change at any time, are not guaranteed, and should not be considered investment advice.
Fund holdings and standardized performance figures are available on each Portfolio's fact sheet - PRPFX, PRTBX, PRVBX, and PAGRX. Fund holdings and sector allocations are subject to change and are not recommendations to buy or sell any security.
References to other mutual funds should not be interpreted as an offer of these securities.
Standard & Poor’s 500 Composite Stock Index is a market-capitalization weighted index of five hundred unmanaged common stocks and is widely recognized as representative of the equity market in general. Returns shown for the Standard & Poor’s 500 Composite Stock Index reflect reinvested dividends as applicable, but do not reflect a deduction for fees, expenses, or taxes. You cannot invest directly in an index.
Diversification does not assure a profit or protect against loss in a declining market.
Comments made by call participants are not representative of the experience of other clients and are no guarantee of future performance or success.
Permanent Portfolio invests in foreign securities, which will involve greater volatility, political, economic and currency risks, and differences in accounting methods. The Portfolio will be affected by changes in the prices of gold, silver, and stocks of U.S. and foreign real estate and natural resource companies.
Aggressive Growth Portfolio’s stocks may appreciate in value more rapidly than the stock market, but they are also subject to greater risk, especially during periods when the prices of U.S. stock market investments in general are declining. The Portfolio also invests in smaller companies, which will involve additional risks such as limited liquidity and greater volatility.
Short-Term Treasury and Versatile Bond Portfolios' investments in debt securities typically decrease in value when interest rates rise. The risk is usually greater for longer-term debt securities. The Federal Deposit Insurance Corporation or any other government agency does not guarantee an investment in the Short-Term Treasury Portfolio. Therefore, it is possible to lose money by investing in the Short-Term Treasury Portfolio.
Correlation is a statistical measure of how two securities move in relation to each other.
Duration is a commonly used measure of the potential volatility of the price of a debt security or the aggregate market value of a portfolio of debt securities prior to maturity. Securities with a longer duration generally have more volatile prices than securities of comparable quality with a shorter duration.
Mutual fund investing involves risk; loss of principal is possible.
Each of the investment products or services referred to on this site may be offered only to investors residing in the United States. This site should not be considered a solicitation or offering of any investment products or services to investors residing outside the United States.
The information provided on this site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to certain laws or regulations. Because of the global nature of the Internet, all persons and entities accessing this site do so on their own initiative and agree to comply with all applicable local laws and regulations.
Pacific Heights Asset Management, LLC is the investment adviser to Permanent Portfolio Family of Funds, Inc. The Fund is distributed by Quasar Distributors, LLC, a member of FINRA. |