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PRIMECAP Odyssey Growth (POGRX) Fund Ranking and Research

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

    Last Trade: $31.17 on 3/29/2017, Change: +0.00 (0%)

 

Graph of PRIMECAP Odyssey Growth Fund (POGRX) ManagerFund Manager - Joel P. Fried

Fund Manager Information

Fund Manager Tenure: 12.4 years
Fund Family: PRIMECAP Odyssey Funds
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)
Honorable Mentioning: Kiplinger (2011),

 

Graph of PRIMECAP Odyssey Growth Fund (POGRX) ProfilePRIMECAP Odyssey Growth Fund (POGRX) Profile

Fund Profile and Description

PRIMECAP Odyssey Growth Fund seeks long-term capital appreciation. PRIMECAP Odyssey Growth Fund invests mainly in stocks of U.S. companies, emphasizing those companies with above average earnings growth potential that is not reflected in their current market prices. These stocks typically provide little current income. Its portfolio consists predominantly of mid- and large-cap stocks and may include stocks of foreign companies.

 

PRIMECAP Odyssey Growth (POGRX) Fund Strength What we like about PRIMECAP Odyssey Growth (POGRX) Fund

Data for PRIMECAP Odyssey Growth Fund (POGRX) as of May 30, 2016

  • PRIMECAP Odyssey Growth Fund (POGRX) management has been with PRIMECAP Odyssey Growth Fund for 12.4 years
  • PRIMECAP Odyssey Growth Fund (POGRX) has good short-term performance (1-year return -1.24% vs -1.74% Large Growth category median performance)
  • PRIMECAP Odyssey Growth Fund (POGRX) has good Long-term performance (5-year return 11.13% vs 10.14% Large Growth category median performance)
  • PRIMECAP Odyssey Growth Fund (POGRX) ratio of up-years vs down years is greater than 2
  • PRIMECAP Odyssey Growth Fund (POGRX) has a Morningstar rating of 4 and above
  • PRIMECAP Odyssey Growth Fund (POGRX) has an annual stock turnover rate of 5.00% vs Large Growth average of 50.46%. It is good that PRIMECAP Odyssey Growth management does not trade extensively for its return.
  • PRIMECAP Odyssey Growth Fund (POGRX) has a lower expense ratio than its Large Growth average: 0.64% vs 1.17%
  • PRIMECAP Odyssey Growth Fund (POGRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

Data for PRIMECAP Odyssey Growth Fund (POGRX) as of May 30, 2016

  • PRIMECAP Odyssey Growth Fund (POGRX) has a less-than-ideal mid-term performance (3-year return 10.48% vs 10.74% Large Growth category median performance)
  • PRIMECAP Odyssey Growth Fund (POGRX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.07 that is higher than category average of 12.75
See PRIMECAP Odyssey Growth Fund (POGRX) performance details as of May 30, 2016

 

What do you think?

 

Compare PRIMECAP Odyssey Growth Fund (POGRX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
PRIMECAP Odyssey Growth-2.53-1.2410.4811.13
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare PRIMECAP Odyssey Growth Fund (POGRX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of PRIMECAP Odyssey Growth Fund (POGRX) Net Asset TrackingPRIMECAP Odyssey Growth (POGRX) Fund Net Asset

Track net asset change of PRIMECAP Odyssey Growth fund (POGRX)

DateNet Asset
05/2016$6.42B
03/2016$6.49B
02/2016$6.03B
More historic net asset information on PRIMECAP Odyssey Growth Fund (POGRX)

  

Graph of PRIMECAP Odyssey Growth Fund (POGRX) Portfolio TrackingPRIMECAP Odyssey Growth (POGRX) Fund Portfolio Allocation

Track portfolio allocation change of PRIMECAP Odyssey Growth fund (POGRX)

DateCashStockBondOther
12/20157.59%92.41%0%0%
09/20156.77%93.23%0%0%
06/20156.23%93.77%0%0%
Click here to see more historic asset allocation information on PRIMECAP Odyssey Growth Fund (POGRX)

 

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

Discover what PRIMECAP Odyssey Growth Fund (POGRX) manager is buying

Dec 30, 2015
Eli Lilly and Company Common St [4.12%]
Seattle Genetics, Inc. [3.5%]
Amgen Inc. [3.39%]
ABIOMED, Inc. [2.67%]
ROCHE HLDG AG DIV RT [2.47%]
L Brands, Inc. [2.31%]
Adobe Systems Incorporated [2.14%]
Biogen Inc. [2.08%]
Microsoft Corporation [2.06%]
Southwest Airlines Company Comm [1.97%]

Sep 29, 2015
Eli Lilly and Company Common St [4.39%]
Seattle Genetics, Inc. [3.4%]
Amgen Inc. [3.14%]
ABIOMED, Inc. [3.1%]
ROCHE HLDG AG DIV RT [2.67%]
L Brands, Inc. [2.46%]
Biogen Inc. [2.22%]
Adobe Systems Incorporated [2.18%]
Southwest Airlines Company Comm [1.97%]
Microsoft Corporation [1.86%]

Jun 29, 2015
Eli Lilly and Company Common St [4.23%]
Seattle Genetics, Inc. [3.98%]
Amgen Inc. [3.36%]
Biogen Idec Inc. [2.96%]
ROCHE HLDG AG DIV RT [2.74%]
L Brands, Inc. [2.26%]
ABIOMED, Inc. [2.12%]
Adobe Systems Incorporated [2.07%]
Charles Schwab Corporation (The [2.01%]
Microsoft Corporation [1.79%]
Click here for Stock Holding Change Map in PRIMECAP Odyssey Growth Fund (POGRX)

  

Latest News on PRIMECAP Odyssey Growth (POGRX) Fund

See what is happening with PRIMECAP Odyssey Growth Fund (POGRX)

 

PRIMECAP Odyssey Growth Fund (POGRX) Related ResourcesSee more information on PRIMECAP Odyssey Growth (POGRX) Fund

Popular pages on PRIMECAP Odyssey Growth (POGRX) Fund

  

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