PRIMECAP Odyssey Aggressive Growth Fund (POAGX - Free Report) prioritizes investing in US companies having rapid earnings growth potential. Though the fund invests across market sectors and market caps, it has historically invested most of its assets in mid to small cap firms.
This Mid Growth product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 11.2% and 5 year 20.2%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
POAGX’s performance, as of the last filing, when compared to funds in its category was in the top 4% over the past 1 year, and in the top 5% over the past 3 years and in the top 5% over the past 5 years.
The PRIMECAP Odyssey Aggressive Growth fund, as of the last filing, allocates their fund in four major groups; Small Growth, Foreign Bond, Large Growth and Foreign Stock. Further, as of the last filing, Abiomed Inc, Sony Corp Sponsored ADR and Ellie Mae Inc were the top holdings for POAGX.
This Zacks Rank #1 (Strong Buy) was incepted in November 2004 and is managed by Primecap Oddys. POAGX carries an expense ratio of 0.63% and requires a minimal initial investment of $2,000.
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