13 Funds With Balanced Portfolios By Rob Wherry |Rob Wherry Archive |Published: October 10, 2008 Read/Post Comments Add this column to your News Alerts Permanent Portfolio is a fund we come upon often. Its 10-year average annual return of 8.3% puts it in the top 3% of its Lipper category. The fund charges a low 0.95% annual expense ratio, about one-third cheaper than our usual cutoff. And its manager, Michael Cuggino, has been running the show since 1991. These days, it's uncommon to find a manager who has stayed at the helm for so long. For all its merits it's a bit difficult for many investors to determine where Permanent Portfolio would fit in the average retirement account. That's because of its eclectic collection of positions, including aggressive growth stocks, gold, silver, Treasury bonds, Swiss paper and individual...
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