- What does POSKX invest in?
- The PRIMECAP Odyssey Stock Fund primarily allocates its capital to common equity securities issued by U.S.-based corporations. A minimum of 80% of its total assets are committed to investments in stocks. While the fund possesses the latitude to invest in companies spanning all industry sectors and market capitalizations, its historical focus has predominantly been on firms categorized as large- or mid-cap.
- What is the expense ratio of POSKX?
- PRIMECAP Odyssey Stock Fund (POSKX) charges an expense ratio of 0.67%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is POSKX?
- PRIMECAP Odyssey Stock Fund (POSKX) manages $4.84B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is POSKX actively managed or an index fund?
- POSKX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was POSKX launched?
- PRIMECAP Odyssey Stock Fund (POSKX) launched in November 2004 and is managed by PRIMECAP.
- How has POSKX performed?
- POSKX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
