Primecap Odyssey Aggressive Growth's avoidance of companies with relatively high price multiples and rapid historical earnings growth has helped it curb losses during the global equity market selloff that began near 2022’s start. For the year to date through June 9, 2022, the fund slid 23.2%, a result within the mid-growth Morningstar Category that was 3 percentage points better than the Russell Midcap Growth Index’s decline and that bested most peers.
PRIMECAP Odyssey Aggressive Growth POAGX
NAV / 1-Day Return
40.22
/
0.15
%
Total Assets
7.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.650%
Expense Ratio
0.650%
Fee Level
Low
Longest Manager Tenure
17.65
years
Category
Mid-Cap Growth
Investment Style
Mid GrowthMin. Initial Investment
2,000
Status
Limited
TTM Yield
0.00%
Turnover
9%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Primecap Odyssey Aggressive Growth's Relatively Low-Growth Exposure Has Helped in 2022
