Aggressive Growth PortfolioPAGHX

MUTUAL FUNDPacific Heights
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$580.2M
Expense ratio
2.10%
1-year return
+47.2%
3 years, a year
+38.5%
5 years, a year
+17.1%
Holdings
42

What it aims to do.

Aggressive Growth Portfolio seeks to achieve high (greater than for the stock market as a whole), long- term appreciation in the value of its shares.

Top 10 holdings.

Holding% of fund
PLTR Palantir Technologies Inc5.39%
APP AppLovin Corp5.00%
META Meta Platforms Inc4.75%
ARM ARM Holdings PLC4.53%
LMT Lockheed Martin Corp4.46%
COST Costco Wholesale Corp4.37%
AVGO Broadcom Inc4.32%
NVDA NVIDIA Corp4.30%
TPL Texas Pacific Land Corp3.82%
ALB Albemarle Corp3.39%

More on PAGHX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.