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Morningstar

PRIMECAP Odyssey Aggressive Growth POAGX

Morningstar Analyst Rating
Analyst rating as of | See PRIMECAP Investment Hub
  • NAV / 1-Day Return 41.18  /  0.79 %
  • Total Assets 7.4 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 4%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

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.

Primecap Odyssey Aggressive Growth Reopens to New Investors; Rating Unchanged

Strategist

Analyst Note

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