The Permanent Portfolio Family of Funds  
FOR INDIVIDUAL INVESTORS         |         FOR FINANCIAL ADVISERS
 
   
 
Permanent Portfolio Family of Funds, Inc. (“Fund”) is an investment company consisting of four distinct mutual funds (each a “Portfolio”):  Permanent Portfolio, Short-Term Treasury Portfolio, Versatile Bond Portfolio, and Aggressive Growth Portfolio.
 
 
 
   
   
   
   
FINANCIAL ADVISERS
Our Funds
 
Reports
Annual Report
Semi-Annual Report
Schedule of Investments
Prospectus
Statement of Additional
Information
Permanent Portfolio
PRPFX
A Fund for All Seasons®


Short-Term Treasury Portfolio
PRTBX
A Full-Service Short-Term
U.S. Treasury Securities Fund

 
Versatile Bond Portfolio
PRVBX
A Flexible Solution for Income Investors

Aggressive Growth Portfolio
PAGRX
A Fund for Long-Term Growth

 
Investment Philosophy
Established in 1982, in an era of stagnant economic growth and rampant inflation, Permanent Portfolio seeks to provide a sound structure and disciplined approach to asset allocation. The Fund was born in an environment where investors didn't know where to turn. Regardless of what an investor did, they were losing money. Harry Browne, one of the founders of the fund stated, "It's easy to think you know what the future holds, but the future invariably contradicts our expectations. Over and over again we are proven wrong when we bet too much on our expectations. Uncertainty is a fact of life." No one can accurately predict the future. Permanent Portfolio recognizes this limitation and seeks to invest a fixed "Target Percentage" of its assets to six carefully chosen, diverse and "non-correlated" investment categories. Such diversification in a single mutual fund seeks to mitigate risk regardless of the economic climate.

We expanded our options in 1987 to include Short-Term Treasury Portfolio, a full-service short-term U.S. Treasury security fund. Then again in 1990 we recognized the need to add a quality equity fund, Aggressive Growth Portfolio, to our family. This Portfolio is a diversified, multi-cap core, U.S. equity fund which seeks high longer-term term appreciation. The following year we added Versatile Bond Portfolio. This Portfolio, under normal market conditions, invests at least 80% of its net assets in bonds, which may include debt securities of all types and of any maturity.

For thirty-two years, our Family of Funds has provided sound investment opportunities. We are proud of that legacy, and will continue to help you pursue your financial independence.
 
 
Reasons to Consider
Permanent Portfolio
   
 
 
Reasons to Consider
 
 
Target Portfolio Structure
Gold
Silver
Swiss Franc Assets
Real Estate and
Natural Resource Stocks
Aggressive Growth Stocks
Dollar Assets
Fund holdings and allocations are subject to change at any time.
 
 
Versatile Bond Portfolio
 
 
 
Aggressive Growth Portfolio
 
 
 
 
Regional Contacts
 
Jordan C. Clopton
Director of Institutional Sales
(617) 841-2501
jordan@permportfunds.com
 
 
Patrick J. Moeller
Institutional Sales
(617) 841-2503
patrick@permportfunds.com
 
 
Daniel B. Vayner
Institutional Sales
(617) 841-2502
dan@permportfunds.com
 
 
Marc A. Santilli
Institutional Sales
(617) 841-2505
marc@permportfunds.com
 
 
Donald W. Conway
Institutional Sales
(617) 841-2504
donald@permportfunds.com
 
 
Dividends and Disclosure
 
 
Dividends and Disclosure
 
Portfolio Manager Q&A Conference Call
 

Please join Michael J. Cuggino, President and Portfolio Manager of Permanent Portfolio Family of Funds, Inc., for our next quarterly conference call:

Date:  TBD
Time:  TBD

U.S. Dial-In:  TBD
Non-U.S. Dial-In:  TBD

This conference call is reserved for licensed financial advisers and registered investment professionals.

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Disclosure:

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.

S&P 500 Composite Stock Index is a market-capitalization weighted index of common stocks and also represents an unmanaged portfolio of common stocks. Dow Jones Industrial Average is an average of the stock prices of 30 large companies and represents a widely recognized unmanaged portfolio of common stocks. Returns shown for these indices reflect reinvested dividends as applicable, but do not reflect a deduction for fees, expenses, or taxes. You cannot invest directly in an index.

Permanent Portfolio invests in foreign securities, which will involve greater volatility, political, economic and currency risks, and differences in accounting methods. The fund will be affected by changes in the prices of gold, silver, Swiss franc assets 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 Portfolio's 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 Portfolio.

Versatile Bond Portfolio's investments in debt securities typically decrease in value when interest rates rise. The risk is usually greater for longer-term debt securities. Investments in below investment grade bonds (also referred to as “high yield” or “junk” bonds) present a greater risk of loss to principal and interest than higher-rated securities. Investments in foreign securities involve greater volatility and political, economic and currency risks, and differences in accounting methods. These risks are greater in emerging markets.  In addition, certain investments may be illiquid and may be difficult to purchase, sell, or value. 

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. Correlation is a measure of the interdependence of two random variables. The Fund attempts to invest in "non-correlated" investment categories, but may experience correlation in certain market circumstances. Diversification does not assure a profit or protect against a loss in a declining market.

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.

Permanent Portfolio®, The Permanent Portfolio Family of Funds®, A Fund for All Seasons® and The Permanent Portfolio Family of Funds logo are registered trademarks of Pacific Heights Asset Management, LLC.  Copyright © 2014 Permanent Portfolio Family of Funds, Inc.  All rights reserved.