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PRIMECAP Odyssey Aggressive Growth (POAGX) Fund Ranking and Research

Ranking, Research and Recommendation of PRIMECAP Odyssey Aggressive Growth (POAGX) Fund

    Last Trade: $32.90 on 8/22/2014, Change: +0.20 (0.61%)

 

Graph of PRIMECAP Odyssey Aggressive Growth Fund (POAGX) ManagerFund Manager - Alfred Mordecai

Fund Manager Information

Fund Manager Tenure: 9.8 years
Fund Family: PRIMECAP Odyssey Funds
Fund Category: Mid-Cap Growth
Fund Performance: Jul 30, 2014
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),
Mordecai is a Senior Vice President of PRIMECAP Management Company, his employer since 1999. He has worked in investment management since 1997.  Get more insights on Alfred Mordecai

 

Graph of PRIMECAP Odyssey Aggressive Growth Fund (POAGX) ProfilePRIMECAP Odyssey Aggressive Growth Fund (POAGX) Profile

Fund Profile and Description

PRIMECAP Odyssey Aggressive Growth Fund seeks long-term capital appreciation. PRIMECAP Odyssey Aggressive Growth Fund invests mainly in stocks of U.S. companies, emphasizing those companies with prospects for rapid earnings growth. These stocks typically provide little current income. Its portfolio consists predominantly of small- and mid-cap stocks and may include stocks of foreign companies.

 

PRIMECAP Odyssey Aggressive Growth (POAGX) Fund Strength What we like about PRIMECAP Odyssey Aggressive Growth (POAGX) Fund

Data for PRIMECAP Odyssey Aggressive Growth Fund (POAGX) as of Jul 30, 2014

  • PRIMECAP Odyssey Aggressive Growth Fund (POAGX) management has been with PRIMECAP Odyssey Aggressive Growth Fund for 9.8 years
  • PRIMECAP Odyssey Aggressive Growth Fund (POAGX) has good short-term performance (1-year return 20.41% vs 12.67% Mid-Cap Growth category median performance)
  • PRIMECAP Odyssey Aggressive Growth Fund (POAGX) has good mid-term performance (3-year return 22.90% vs 12.64% Mid-Cap Growth category median performance)
  • PRIMECAP Odyssey Aggressive Growth Fund (POAGX) has good Long-term performance (5-year return 22.78% vs 16.52% Mid-Cap Growth category median performance)
  • PRIMECAP Odyssey Aggressive Growth Fund (POAGX) ratio of up-years vs down years is greater than 2
  • PRIMECAP Odyssey Aggressive Growth Fund (POAGX) has a Morningstar rating of 4 and above
  • PRIMECAP Odyssey Aggressive Growth Fund (POAGX) has an annual stock turnover rate of 11.00% vs Mid-Cap Growth average of 56.95%. It is good that PRIMECAP Odyssey Aggressive Growth management does not trade extensively for its return.
  • PRIMECAP Odyssey Aggressive Growth Fund (POAGX) has a lower expense ratio than its Mid-Cap Growth average: 0.64% vs 1.33%
  • PRIMECAP Odyssey Aggressive Growth Fund (POAGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

PRIMECAP Odyssey Aggressive Growth Fund (POAGX) Weakness What we are cautious about PRIMECAP Odyssey Aggressive Growth (POAGX) Fund

Data for PRIMECAP Odyssey Aggressive Growth Fund (POAGX) as of Jul 30, 2014

  • PRIMECAP Odyssey Aggressive Growth Fund (POAGX) is less safe compared to its Mid-Cap Growth peers
  • PRIMECAP Odyssey Aggressive Growth Fund (POAGX) is more volatile than its peers as it has a 3-year Standard Deviation of 17.19 that is higher than category average of 15.8
  • Asset base in PRIMECAP Odyssey Aggressive Growth Fund (POAGX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See PRIMECAP Odyssey Aggressive Growth Fund (POAGX) performance details as of Jul 30, 2014

 

What do you think?

 

Compare PRIMECAP Odyssey Aggressive Growth Fund (POAGX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
PRIMECAP Odyssey Aggressive Growth5.6020.4122.9022.78
Akre Focus Instl (AKRIX)3.6716.8222.410Compare
Baron Partners Instl (BPTIX)3.8817.4318.7320.73Compare
Hartford Midcap I (HFMIX)5.5517.5916.8717.82Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare PRIMECAP Odyssey Aggressive Growth Fund (POAGX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust NASDAQ ABA Community Bank (QABA)-5.09%5.46%14.75%
First Trust Mid Cap Growth Alph (FNY)3.34%24.80%12.12%
PowerShares DWA Technical Leaders (PDP)3.85%16.02%14.48%
RevenueShares Navellier Overall A-100 (RWV)4.06%15.67%11.54%
PowerShares Fundamental Pure Mi (PXMG)5.70%15.49%12.41%

 

Graph of PRIMECAP Odyssey Aggressive Growth Fund (POAGX) Net Asset TrackingPRIMECAP Odyssey Aggressive Growth (POAGX) Fund Net Asset

Track net asset change of PRIMECAP Odyssey Aggressive Growth fund (POAGX)

DateNet Asset
07/2014$5.63B
06/2014$5.81B
03/2014$5.82B
More historic net asset information on PRIMECAP Odyssey Aggressive Growth Fund (POAGX)

  

Graph of PRIMECAP Odyssey Aggressive Growth Fund (POAGX) Portfolio TrackingPRIMECAP Odyssey Aggressive Growth (POAGX) Fund Portfolio Allocation

Track portfolio allocation change of PRIMECAP Odyssey Aggressive Growth fund (POAGX)

DateCashStockBondOther
06/20144.54%95.46%0%0%
03/20148.18%91.82%0%0%
12/201311.84%88.16%0%0%
Click here to see more historic asset allocation information on PRIMECAP Odyssey Aggressive Growth Fund (POAGX)

 

graph of PRIMECAP Odyssey Aggressive Growth Fund (POAGX) Top 10 Position TrackingTop 10 Holdings in PRIMECAP Odyssey Aggressive Growth (POAGX) Fund

Discover what PRIMECAP Odyssey Aggressive Growth Fund (POAGX) manager is buying

Jun 29, 2014
BlackBerry Ltd [3.05%]
Polypore International Inc Comm [2.85%]
Micron Technology, Inc. [2.52%]
TRIBUNE MEDIA CO [2.45%]
Qiagen N.V. [2.31%]
United Continental Holdings [2.23%]
American Airlines Group, Inc. [2.22%]
Delta Air Lines, Inc. Common St [2.19%]
ROCHE HLDG AG DIV RT [2.19%]
comScore, Inc. [2.16%]

Mar 30, 2014
InterMune, Inc. [2.51%]
BlackBerry Ltd [2.39%]
United Continental Holdings [2.36%]
Pharmacyclics, Inc. [2.35%]
Seattle Genetics, Inc. [2.33%]
Sony Corporation Common Stock [2.32%]
TRIBUNE COMPANY [2.28%]
ROCHE HLDG AG DIV RT [2.18%]
Polypore International Inc Comm [2.02%]
Delta Air Lines, Inc. Common St [2%]

Dec 30, 2013
Pharmacyclics, Inc. [2.9%]
Dreamworks Animation SKG, Inc. [2.9%]
Qiagen N.V. [2.45%]
Seattle Genetics, Inc. [2.37%]
ROCHE HLDG AG DIV RT [2.37%]
TRIBUNE COMPANY [2.11%]
Micron Technology, Inc. [1.97%]
Fluidigm Corporation [1.93%]
Delta Air Lines, Inc. Common St [1.84%]
CME Group Inc. [1.84%]
Click here for Stock Holding Change Map in PRIMECAP Odyssey Aggressive Growth Fund (POAGX)

  

Latest News on PRIMECAP Odyssey Aggressive Growth (POAGX) Fund

See what is happening with PRIMECAP Odyssey Aggressive Growth Fund (POAGX)

 

PRIMECAP Odyssey Aggressive Growth Fund (POAGX) Related ResourcesSee more information on PRIMECAP Odyssey Aggressive Growth (POAGX) Fund

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