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Permanent Portfolio Short-Term Trs I PRTBX

Quantitative rating as of
NAV / 1-Day Return
63.02  /  0.16 %
Total Assets
11.9 Mil
Adj. Expense Ratio
0.650%
Expense Ratio
0.650%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Ultrashort Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00
Effective Duration

Morningstar’s Analysis PRTBX

Will PRTBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Permanent Portfolio Short-Term Trs I to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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