PrimeCap Odyssey Stock Fund

Class No Load (POSKX)
4 / 5 Stars
4 4 5 5 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
A+ (Buy)

#40 in Large Blend

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all PRIMECAP Odyssey Funds funds

See full Large Blend rankings

See more fund rankings


The fund has returned 23.80 percent over the past year, 16.31 percent over the past three years, and 18.62 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 7.5%
1 Year 23.8%
3 Years (Annualized) 16.3%
5 Years (Annualized) 18.6%
10 Years (Annualized) N/A

See more POSKX performance


With only about $300 million total assets under management, this fund is the smallest of the six funds managed by Primecap. A small asset base generally makes it easier for the fund to move in and out of positions. It also boasts a low turnover rate. As of the end of December 2009, the fund is invested in about 90 stocks. Almost a third of the fund’s total assets are in the healthcare sector in names like Eli Lilly, Roche and Amgen.

Investment Strategy

The investment seeks to provide long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies. It invests at least 80% of its assets in stocks. The fund may invest in stocks across all market sectors and market capitalizations, though it has historically invested primarily in large- and mid-capitalization companies.


Fees are Average compared to funds in the same category.
PrimeCap Odyssey Stock Fund has an expense ratio of 0.63 percent.

See more POSKX fees


Risk is Below Average compared to funds in the same category according to Morningstar.

See more POSKX risk

Quotes delayed at least 15 minutes. Market data provided by Interactive Data and powered by Interactive Data Managed Solutions. Fund data provided by Interactive Data and Morningstar. Contact U.S. News Best Funds. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use.