Primecap Odyssey Aggressive Fund Quote
| POAGX Fund | USD 50.57 0.37 0.74% |
Performance17 of 100
| Odds Of DistressLess than 16
|
Primecap Odyssey is trading at 50.57 as of the 9th of December 2024; that is 0.74 percent increase since the beginning of the trading day. The fund's open price was 50.2. Primecap Odyssey has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 10th of September 2024 and ending today, the 9th of December 2024. Click here to learn more.
The fund invests primarily in the common stocks of U.S. companies, emphasizing those companies with prospects for rapid earnings growth. It may invest in stocks across all market sectors and market capitalizations and has historically invested significant portions of its assets in mid- and small-capitalization companies.. More on Primecap Odyssey Aggressive
Moving together with PRIMECAP Mutual Fund
| 1.0 | POGRX | Primecap Odyssey Growth | PairCorr |
| 0.97 | POSKX | Primecap Odyssey Stock | PairCorr |
| 0.94 | PAMCX | T Rowe Price | PairCorr |
| 0.93 | RRMGX | T Rowe Price | PairCorr |
| 0.94 | TRQZX | T Rowe Price | PairCorr |
Moving against PRIMECAP Mutual Fund
PRIMECAP Mutual Fund Highlights
| Fund Concentration | PRIMECAP Odyssey Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, PRIMECAP Odyssey Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Primecap Odyssey Aggressive [POAGX] is traded in USA and was established 9th of December 2024. Primecap Odyssey is listed under PRIMECAP Odyssey Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of PRIMECAP Odyssey Funds family. This fund at this time has accumulated 7.13 B in assets with minimum initial investment of 2 K. Primecap Odyssey Agg is currently producing year-to-date (YTD) return of 17.85% with the current yeild of 0.0%, while the total return for the last 3 years was 5.05%.
Check Primecap Odyssey Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on PRIMECAP Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding PRIMECAP Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Primecap Odyssey Aggressive Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Primecap Odyssey Aggressive Mutual Fund Constituents
| RCL | Royal Caribbean Cruises | Stock | Consumer Discretionary | |
| S | SentinelOne | Stock | Information Technology | |
| ALKS | Alkermes Plc | Stock | Health Care | |
| MU | Micron Technology | Stock | Information Technology | |
| UAL | United Airlines Holdings | Stock | Industrials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| SPLK | Splunk Inc | Stock | Information Technology | |
| SONY | Sony Group Corp | Stock | Consumer Discretionary |
Primecap Odyssey Agg Risk Profiles
| Mean Deviation | 0.8313 | |||
| Semi Deviation | 0.7879 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.14 |
Primecap Odyssey Against Markets
Other Information on Investing in PRIMECAP Mutual Fund
Primecap Odyssey financial ratios help investors to determine whether PRIMECAP Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in PRIMECAP with respect to the benefits of owning Primecap Odyssey security.
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