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Morningstar

PRIMECAP Odyssey Aggressive Growth POAGX

Morningstar Medalist Rating
Medalist Rating as of | See PRIMECAP Investment Hub
  • NAV / 1-Day Return 45.51  /  +0.31 %
  • Total Assets 7.0 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.02%
  • Turnover 5%

USD | NAV as of Jul 02, 2024 | 1-Day Return as of Jul 02, 2024, 10:13 PM GMT+0

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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Portfolio Holdings POAGX

More POAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

6.35 457.7 Mil
Healthcare

Dreyfus Treasury Secs Cash Mgmt Inst

5.31 383.1 Mil
Corporate

Micron Technology Inc

4.78 344.6 Mil
Technology

Rhythm Pharmaceuticals Inc

3.10 223.8 Mil
Healthcare

Biogen Inc

2.64 190.4 Mil
Healthcare

Sony Group Corp ADR

2.46 177.4 Mil
Technology

Biomarin Pharmaceutical Inc

2.36 170.0 Mil
Healthcare

Flex Ltd

2.30 165.6 Mil
Technology

AECOM

2.17 156.8 Mil
Industrials

Jacobs Solutions Inc

1.80 129.9 Mil
Industrials