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 2026-10-01

PRIMECAP Odyssey Growth Fund

#169 of 500 graded active funds · growth · large segment peer group

The point · specialist footprint

POGRX puts more of its book behind proven specialists than 75% of graded funds.

Bottom 20%

Bottom 40%

Middle

● Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8%/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% per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.

10,000+ funds tracked · the graded specialists among them drive every read

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.

POGRX vs the Honor Roll · share card ↗

Conviction exposure

41.1%

of the book in specialist-converged names

Late-stage weight

16.8%

of the book in Crowded or Fading names

Active share

83.7%

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 2026-10-20

Early Conviction
MU 7.8%NVDA 1.9%MSFT 1.7%+18 locked
Consensus
INTC 5.1%LLY 4.2%XMTR 3.4%+64 locked
Emerging
KLAC 1.9%DAL 1%GSK 0.6%+10 locked
Crowded
GOOGL 3.3%BABA 1.8%ACM 1.2%+21 locked
Fading
FLEX 3%RYTM 1.6%JBL 1.5%+29 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

PRIMECAP Odyssey Growth earns a B grade with 41% specialist backing, meaning proven active managers have real conviction here. The most striking early position is Xometry (XMTR) at 3.4%, where specialists are still building. Watch the fading signals on GOOG and Baidu, which together represent meaningful weight heading the wrong direction.

→ Monitor GOOG and BIDU closely, as specialists are actively leaving both positions while they still carry combined 2.9% weight.

→ Track XMTR as the fund's clearest early conviction bet at 3.4%, where specialist accumulation is still in progress.

Support leaving these positions

GOOGL 3.3% of the fund · Crowded

FLEX 3% of the fund · Fading

BABA 1.8% of the fund · Crowded

RYTM 1.6% of the fund · Fading

JBL 1.5% of the fund · Fading

Where it's genuinely early

MU 7.8% of the fund · Early Conviction

KLAC 1.9% of the fund · Emerging

NVDA 1.9% of the fund · Early Conviction

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

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