Permanent Portfolio Aggressive Growth Portfolio
Shareclass
Permanent Portfolio Aggressive Growth A (PAGDX)
Type
Open-end mutual fund
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Permanent Portfolio Aggressive Growth Portfolio
FUND COVERAGE
# of holdings38
% of assets93%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Uber Technologies Inc1.84%$5.88M
- 2. Autodesk Inc2.49%$7.94M
- 3. Affirm Holdings Inc Ordinary Shares - Class A2.06%$6.58M
- 4. Amgen Inc2.21%$7.06M
- 5. Freeport-McMoRan Inc2.46%$7.84M
- 6. Meta Platforms Inc Class A4.61%$14.69M
- 7. Visa Inc Class A1.61%$5.12M
- 8. State Street Corp2.18%$6.96M
- 9. Lululemon Athletica Inc1.39%$4.45M
- 10. Ovintiv Inc1.58%$5.05M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lennar Corp Class A1.98%$6.3M
- 2. Palantir Technologies Inc Ordinary Shares - Class A6.86%$21.89M
- 3. AppLovin Corp Ordinary Shares - Class A6.76%$21.56M
- 4. Nucor Corp1.27%$4.06M
- 5. HF Sinclair Corp1.64%$5.23M
- 6. Fluor Corp1.65%$5.26M
- 7. Broadcom Inc4.14%$13.2M
- 8. IPG Photonics Corp1.24%$3.96M
- 9. Charles Schwab Corp1.8%$5.73M
- 10. Canadian Pacific Kansas City Ltd1.17%$3.72M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Permanent Portfolio Aggressive Growth Portfolio
Totals
Holdings
Assets
Weight
Prisons
1
$11.11M
3.48%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$34.37M
11%
Borders high risk
2
$34.37M
11%
Total
3
$45.48M
14%
Holdings — 3 flagged holdings
1.
Palantir Technologies Inc Ordinary Shares - Class A
:$21.89M
6.86%
2.
Lockheed Martin Corp
:$12.48M
3.91%
3.
Costco Wholesale Corp
$11.11M
3.48%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Permanent Portfolio Aggressive Growth Portfolio PAGDX
Environment
Social
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