PrimeCap Odyssey Aggressive Growth
PrimeCap 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.
POAGX charges 0.68% in expenses.
As of this writing, Bill Wysor was long POAGX.
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