Permanent Portfolio Class Fund Cash Position Weight
| PRPFX Fund | USD 55.07 0.24 0.44% |
Permanent Portfolio Class fundamentals help investors to digest information that contributes to Permanent Portfolio's financial success or failures. It also enables traders to predict the movement of Permanent Mutual Fund. The fundamental analysis module provides a way to measure Permanent Portfolio's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Permanent Portfolio mutual fund.
Permanent |
Permanent Portfolio Class Mutual Fund Cash Position Weight Analysis
Permanent Portfolio's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Permanent Portfolio Cash Position Weight | 1.04 % |
Most of Permanent Portfolio's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Permanent Portfolio Class is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Permanent Portfolio Class has 1.04% in Cash Position Weight. This is much higher than that of the Permanent Portfolio Family of Funds family and significantly higher than that of the Allocation--50% to 70% Equity category. The cash position weight for all United States funds is notably lower than that of the firm.
Permanent Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Permanent Portfolio's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Permanent Portfolio could also be used in its relative valuation, which is a method of valuing Permanent Portfolio by comparing valuation metrics of similar companies.Permanent Portfolio is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Permanent Portfolio
The fund invests 38.39% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (36.26%) , cash (1.04%) and various exotic instruments.Asset allocation divides Permanent Portfolio's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Permanent Fundamentals
| Price To Earning | 21.11 X | ||||
| Price To Book | 2.49 X | ||||
| Price To Sales | 2.07 X | ||||
| Total Asset | 2.71 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 6.42 % | ||||
| One Year Return | 16.34 % | ||||
| Three Year Return | 5.43 % | ||||
| Five Year Return | 9.75 % | ||||
| Ten Year Return | 4.45 % | ||||
| Net Asset | 2.78 B | ||||
| Minimum Initial Investment | 1 K | ||||
| Last Dividend Paid | 0.43 | ||||
| Cash Position Weight | 1.04 % | ||||
| Equity Positions Weight | 38.39 % | ||||
| Bond Positions Weight | 36.26 % |
About Permanent Portfolio Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Permanent Portfolio Class's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Permanent Portfolio using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Permanent Portfolio Class based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Permanent Portfolio in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Permanent Portfolio's short interest history, or implied volatility extrapolated from Permanent Portfolio options trading.
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Permanent Portfolio Class. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Permanent Portfolio Class information on this page should be used as a complementary analysis to other Permanent Portfolio's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.