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3 Mutual Funds Poised to Profit From Obamacare

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PrimeCap Odyssey Aggressive Growth

Primecap185PrimeCap Odyssey Aggressive Growth (POAGX) is a more diversified mutual fund than the aforementioned funds, yet investing here still means you get a heavy dose of healthcare names, with 30% of the portfolio invested in this sector.

POAGX is a mutual fund that seeks out growth at a reasonable price and displays great patience as well, with turnover at just 14%. The fund is dedicated to small and midsize stocks, and often holds names for a number of years. For example, top holding Pharmacyclics (PCYC) was first purchased at the end of 2004, as this fund was starting up.

This fund is team-managed by PrimeCap management out of Pasadena, Calif. POAGX is up an impressive 44.4% YTD, and boasts annualized returns of 20.4% over the past five years, which has helped grow POAGX’s assets up to $4 billion. The fund’s focus on technology and healthcare has been timely in this market, but this is a holding best suited for the long-term.

Current top holdings include Pharmacyclics, Roche, Dreamworks Animation (DWA), Seattle Genetics (SGEN) and comScore (SCOR).

POAGX charges 0.68% in expenses.

As of this writing, Bill Wysor was long POAGX.

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