PRPFX — Permanent Portfolio

Data updated: 2026-06-29

PRPFX — Permanent Portfolio data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Balanced Allocation · $7.59B AUM · 0.79% expense ratio · 27.0% 1-yr return. From SEC regulatory filings.

PRPFX Fund Overview

PRPFX — Permanent Portfolio is a US mutual fund managed by Permanent Portfolio Family Of Funds, categorised as Balanced Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Permanent Portfolio Family Of Funds
  • Category: Balanced Allocation
  • Assets under management: $7.59B
  • 1-year return: 27.0%
  • Ticker: PRPFX
  • SEC CIK: 0000357298
  • SEC series ID: S000006016
  • Share class ID: C000016538

PRPFX Holdings

Top 10 holdings of Permanent Portfolio by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
Gold Bullion14.13%
Silver Bullion5.58%
Texas Pacific Land Corp3.33%
Gold/us Golden Eagles3.11%
Gold Canadian Maple Leaf2.49%
Palantir Technologies Inc2.20%
Switzerland2.18%
NVIDIA Corp1.97%
Freeport-McMoRan Inc1.83%
Switzerland1.71%

View all PRPFX holdings

PRPFX Portfolio Allocation

Asset-class allocation of Permanent Portfolio by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Equity49.0%
Fixed Income39.0%
Cash & Equivalents11.2%

PRPFX Performance

Total returns for PRPFX (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD6.3%
1 year27.0%
3 years (annualised)21.3%
5 years (annualised)12.2%

PRPFX Risk Information

Risk metrics for PRPFX, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 9.7%

PRPFX Costs and Fees

PRPFX costs about $79 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.79%
  • Gross expense ratio: 0.79%
  • Portfolio turnover: 16%
  • Brokerage commissions: 0.34 bps of average net assets (SEC N-CEN)

PRPFX Cashflows

Over the 12 months to 2026-04, Permanent Portfolio had net inflows of $1.72B, from monthly SEC N-PORT filings.

MonthNet flow
2026-04$87.29M
2026-03$39.06M
2026-02$130.89M
2026-01$191.93M
2025-12$314.84M
2025-11$92.94M

PRPFX Debt Constituents

Largest debt holdings of Permanent Portfolio by percentage of net assets, from the latest SEC N-PORT filing.

Debt holding% of net assets
Switzerland2.18%
Switzerland1.71%
United States Treasury1.25%
United States Treasury1.25%
United States Treasury1.24%
United States Treasury1.23%
United States Treasury1.12%
Switzerland1.11%
Switzerland1.01%
Switzerland0.90%

PRPFX Prospectus and SEC Filings

Official Permanent Portfolio filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Balanced Allocation funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.