The top five holdings of this mutual fund are: Abiomed Inc (ABMD, 3.31%); Seattle Genetics Inc (SGEN, 3.23%); Eli Lilly and Co (LLY, 3.08%); Alibaba Group Holding Ltd ADR (BABA, 2.84%) and American Airlines Group Inc (AAL, 2.80%).
PRIMECAP Odyssey Growth (POGRX)
From The Chartist Mutual Fund/ETF Letter
A fund that caught our eye is Prime Cap Odyssey Growth POGRX. It has a Morningstar rating of gold (five stars). The managers invest for the long run with a low portfolio turnover.
Their top sectors are technology 31.94%, healthcare 31.11% and consumer cyclicals 14.03%. Their portfolio holds 130 stocks with a small 5% turnover.
They have a favorable Ulcer Index reading of .46 (lower is better), second lowest in their table. Their max drawdown as of March 2009 was high at 51.63% but not nearly as bad as some. Their five-year return of 143.86% is stellar. Their expense ratio is low at .66% and favorable compared with their peers.
Dan Sullivan, The Chartist Mutual Fund/ETF Letter, www.thechartist.com, 900-942-4278, January 11, 2018