POAGX Rating, Research - Primecap Odyssey Aggressive Growth

Primecap Odyssey Aggressive Growth (poagx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands

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Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 10

Threats + Weaknesses = 4

When strengths & opportunities substantially exceed threats & weaknesses an investment in the poagx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Primecap Odyssey Aggressive Growth (POAGX) Description: POAGX is a mutual fund, which is an investment that owns a basket of assets. The POAGX mutual fund was provided by Primecap and this investment vehicle derives the majority of its value from equity holdings (stocks). Primecaps mutual fund has a medium management tenure and is in the large fund size classification. POAGXs minimum initial investment amount is $2000 while the IRA minimum is $1000. POAGXs expense ratio is roughly 1%. The latest POAGXs front end load was 0% and the back end load was 0%. The Primecap Odyssey Aggressive Growth (POAGX) mutual fund falls under the mid-cap growth category. POAGX focuses its investments in USA and POAGX is not affiliated with a particular industry or fund sector. The Primecap Odyssey Aggressive Growth (POAGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find POAGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of POAGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth. The fund primarily invests in common stocks (see stock research) of domestic corporations with medium-sized market capitalizations having growth potential. It generally considers companies with market capitalizations up to $2 billion as "small," between $2 billion and $10 billion as "medium" and greater than $10 billion as "large." To a lesser extent, it may invest in companies with small and large market capitalizations.


Management Analysis Update

Primecap Odyssey Aggressive Growth's management team has a long history of working together. This helps ensure consistent future returns.


Performance Analysis Update