PRVBX – Fund Analysis – Permanent Portfolio Versatile Bond I | Morningstar

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Will PRVBX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PRVBX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PRVBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PRVBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

| Jan 30, 2023

Permanent Portfolio Versatile Bond I's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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