Monthly Fund Performance




 
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Disclosure:

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Investment performance, current to the most recent month-end, may be lower or higher than the performance quoted, and can be obtained by calling the Shareholder Services Office at (800) 531-5142.

Any tax or legal information provided is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Investors must consult their tax adviser or legal counsel for advice and information concerning their particular situation. Neither the Fund nor any of its representatives may give legal or tax advice.

After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of sate and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown. In particular, after-tax returns are not relevant to investors who hold their shares through tax-deferred arrangements, such as 401 (k) plans or individual retirement accounts.

Investors should consider the investment objectives, risks, charges and expenses of a Portfolio carefully before investing. For a prospectus containing this and other information about the investment company call (800) 531-5142 or click here. Read the Prospectus carefully before investing.

The Fund's Portfolios' investment objectives, risks, charges and expenses must be considered carefully before investing.  The Prospectus contains this and other important information about the investment companies, and a hard copy may be obtained by calling (800) 531-5142.  Read it carefully before investing.

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. 

Mutual fund investing involves risk;  loss of principal is possible.

Pacific Heights Asset Management, LLC, is the investment adviser to the Permanent Portfolio Funds, which are distributed by Quasar Distributors, LLC, member of FINRA.