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PRPDX Permanent Portfolio Permanent A

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Fund PRPDX Permanent Portfolio Permanent A PRPFX Permanent Portfolio Permanent I  
Similarity
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100% 100%
Annual Fees
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$108.89
(1.05% Exp. Ratio)
$82.97
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.71% annual return
$21,720.98 $23,429.10
Est. savings over 30 yrs +$1,708.12
Return
As of 11/30/16
1 YR RETURN 8.82%
3 YR 0.80%
5 YR 0.61%
10 YR 4.46%
1 YR RETURN 9.10%
3 YR 1.06%
5 YR 0.87%
10 YR 4.72%
Description
The investment seeks to preserve and increase the purchasing power value of its shares over the long term. The fund allocates its assets as follows: 20% of its assets in Gold, 5% of its assets in Silver, 10% of its assets in Swiss franc assets, 15% of its assets in Stocks of real estate and natural resource stocks, 15% of its assets in Aggressive growth stocks, and 35% of its assets in Dollar assets. It is non-diversified.
The investment seeks to preserve and increase the purchasing power value of its shares over the long term. The fund allocates its assets as follows: 20% of its assets in Gold, 5% of its assets in Silver, 10% of its assets in Swiss franc assets, 15% of its assets in Stocks of real estate and natural resource stocks, 15% of its assets in Aggressive growth stocks, and 35% of its assets in Dollar assets. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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