The Fund Grade · free · no account needed

What grade does POGRX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

B

Fundprints Fund Grade · as of 2026-09-01

PRIMECAP Odyssey Growth Fund

#120 of 440 graded active funds · growth · large segment peer group

The point · specialist footprint

POGRX puts more of its book behind proven specialists than 79% of graded funds.

Bottom 20%

Bottom 40%

Middle

● Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8 pts/qtr better · 43% beat rate

That has mattered: over the past 2.7 years, funds on this rung beat bottom-rung funds by about 3.8 points per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.

2,825 graded funds · 2.7 years of filings, measured as they were published · evidence, not advice

The grade scores this fund's specialist share — the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

Conviction exposure

33.3%

of the book in specialist-converged names

Late-stage weight

22.5%

of the book in Crowded or Fading names

Active share

81.4%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book — top names by stage · as of 2026-09-09

Early Conviction
AMZN 1.1%GKOS 1%NTAP 0.4%+6 locked
Consensus
MU 7.8%INTC 5.1%LLY 4.2%+68 locked
Emerging
RYTM 1.6%MKTX 1%FDX 0.6%+10 locked
Crowded
GOOG 1.6%JBL 1.5%J 1.1%+15 locked
Fading
KLAC 1.9%BABA 1.8%NXT 1.3%+37 locked

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

Support leaving these positions

KLAC 1.9% of the fund · Fading

BABA 1.8% of the fund · Fading

GOOG 1.6% of the fund · Crowded

JBL 1.5% of the fund · Crowded

NXT 1.3% of the fund · Fading

Where it's genuinely early

RYTM 1.6% of the fund · Emerging

AMZN 1.1% of the fund · Early Conviction

GKOS 1% of the fund · Early Conviction

Read from today's disclosed book. Evidence, not advice.

The evidence base updates this week.

The specialists — not the whales — are already positioned for what comes next. Stop finding out last.

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