PRIMECAP Odyssey Stock
225 South Lake Avenue, Suite 400 Pasadena CA 91101-3005
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Phone: 800-729-2307
| Category: | Large Growth | | Fund Family: | PRIMECAP Odyssey Funds | | Net Assets: | 244.83M | | Year-to-Date Return: | 32.80% | | Yield: | 0.52% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-04 |
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Howard B. Schow
Lead Manager since
01-Nov-04 | | | Schow is the Chairman and Co-Founder of PRIMECAP Management Company. He co-founded PRIMECAP Management Company in September 1983. Previously, Schow spent twenty-seven years with Capital Group, Inc., most recently as Chairman of the Board of Capital Research and Management Company. From 1966 to 1982, he served as Chairman of its Investment Committee. Schow holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $150 | | Min Subsequent Investment, IRA: | $150 | | Min Subsequent Investment, AIP: | $150 |
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| The investment seeks long-term capital appreciation. The fund invests mainly in stocks of U.S. companies, emphasizing those companies with financial results which the Advisor believes will evolve materially better than consensus expectations. It invests at least 80% of assets in stocks and may invest in publicly-traded companies of any size and in foreign companies. |
| Last Dividend
(18-Dec-08):
| 0.06 | | Last Cap Gain
(18-Dec-07):
| 0.12 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 112.30% |
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| Expense | POSKX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.20% Nasdaq 
0.02 (0.16%) 
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