3 / 5 Stars
4 5 2 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#77 in Large Growth
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 34.37 percent over the past year, 16.48 percent over the past three years, 18.61 percent over the past five years, and 9.42 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.7%|
|3 Years (Annualized)||16.5%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||9.4%|
The investment seeks to achieve high (greater than for the stock market as a whole), long-term appreciation in the value of its shares. The Portfolio invests in stocks and stock warrants of U.S. companies that are expected to have a higher profit potential than the stock market as a whole and whose shares are valued primarily for potential growth in revenues, earnings, dividends or asset values rather than for current income. It may invest in share of companies of any market capitalization, including small-, mid- and large-capitalization companies.
Fees are Average compared to funds in the same category.
Permanent Portfolio Aggressive Growth Portfolio has an expense ratio of 1.20 percent.
Risk is High compared to funds in the same category according to Morningstar.