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PRIMECAP Odyssey Aggressive Growth POAGX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See PRIMECAP Investment Hub

Morningstar’s Analysis POAGX

Will POAGX outperform in future?

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

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the POAGX 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 POAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still strong after a middling half-decade.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Primecap Odyssey Aggressive Growth stands out for its seasoned management and high-conviction multimanager system. The remainder of this analysis is from July 3, 2023.

by Robby Greengold
Rated on Published on

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