Aggressive Growth Portfolio Fund Quote
| PAGRX Fund | USD 110.12 0.76 0.69% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Aggressive Growth is trading at 110.12 as of the 22nd of November 2024; that is 0.69 percent increase since the beginning of the trading day. The fund's open price was 109.36. Aggressive Growth has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Aggressive Growth Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests in stocks and stock warrants of U.S. and foreign companies that are expected to have a higher profit potential than the stock market as a whole and whose shares are valued primarily for potential growth in revenues, earnings, dividends or asset values rather than for current income.. More on Aggressive Growth Portfolio
Moving together with Aggressive Mutual Fund
Aggressive Mutual Fund Highlights
| Fund Concentration | Permanent Portfolio Family of Funds, Large Growth Funds, Large Blend Funds, Large Blend, Permanent Portfolio Family of Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of May 2023 |
| Fiscal Year End | January |
Aggressive Growth Portfolio [PAGRX] is traded in USA and was established 22nd of November 2024. Aggressive Growth is listed under Permanent Portfolio Family of Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Permanent Portfolio Family of Funds family. This fund at this time has accumulated 26.37 M in assets with minimum initial investment of 1 K. Aggressive Growth is currently producing year-to-date (YTD) return of 43.04% with the current yeild of 0.0%, while the total return for the last 3 years was 12.39%.
Check Aggressive Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Aggressive Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Aggressive Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Aggressive Growth Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Aggressive Growth Portfolio Mutual Fund Constituents
| IPGP | IPG Photonics | Stock | Information Technology | |
| FCX | Freeport McMoran Copper Gold | Stock | Materials | |
| TWLO | Twilio Inc | Stock | Information Technology | |
| R | Ryder System | Stock | Industrials | |
| PH | Parker Hannifin | Stock | Industrials | |
| NVDA | NVIDIA | Stock | Information Technology | |
| LMT | Lockheed Martin | Stock | Industrials | |
| KEY | KeyCorp | Stock | Financials |
Aggressive Growth Risk Profiles
| Mean Deviation | 0.9282 | |||
| Semi Deviation | 1.1 | |||
| Standard Deviation | 1.3 | |||
| Variance | 1.68 |
Aggressive Growth Against Markets
Other Information on Investing in Aggressive Mutual Fund
Aggressive Growth financial ratios help investors to determine whether Aggressive Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aggressive with respect to the benefits of owning Aggressive Growth security.
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