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Morningstar

PRIMECAP Odyssey Growth POGRX

Morningstar Analyst Rating
Analyst rating as of | See PRIMECAP Investment Hub
  • NAV / 1-Day Return 36.76  /  0.84 %
  • Total Assets 7.1 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.51%
  • 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 POGRX

Will POGRX 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 POGRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Unique.

Strategist

Summary

| by Robby Greengold

Primecap Odyssey Growth is one of six impressive, benchmark-agnostic funds run by a standout asset manager. Its sole share class earns a Morningstar Analyst Rating of Gold.

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