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Morningstar

PRIMECAP Odyssey Aggressive Growth POAGX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
38.87  /  0.31 %
Total Assets
7.1 Bil
Adj. Expense Ratio
0.650%
Expense Ratio
0.650%
Fee Level
Low
Longest Manager Tenure
17.93 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.00%
Turnover
9%

Morningstar’s Fund 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.

Unique.

Strategist

Summary

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Primecap Odyssey Aggressive Growth, the most potent form of the firm’s benchmark-agnostic multimanager approach, earns a Morningstar Analyst Rating of Gold for its sole share class.

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