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.
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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.