PrimeCap Odyssey Growth Fund
Shareclass
PRIMECAP Odyssey Growth (POGRX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund PrimeCap Odyssey Growth Fund
FUND COVERAGE
# of holdings169
% of assets90%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC ADR1.79%$84.77M
- 2. GSK PLC ADR0.7%$33.21M
- 3. Novartis AG ADR0.09%$4.48M
- 4. Biogen Inc1.69%$80.24M
- 5. Boston Scientific Corp1.72%$81.51M
- 6. Marriott International Inc Class A0.12%$5.46M
- 7. Bank of America Corp0.1%$4.83M
- 8. Welltower Inc0.06%$2.9M
- 9. Mastercard Inc Class A0.11%$5.06M
- 10. Citigroup Inc0.4%$18.81M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GRAIL Inc0.02%$944,225
- 2. Carvana Co Class A0.24%$11.32M
- 3. BridgeBio Pharma Inc0.08%$3.94M
- 4. Ollie's Bargain Outlet Holdings Inc0.12%$5.72M
- 5. FormFactor Inc0.25%$12.01M
- 6. Viking Holdings Ltd0.06%$3.02M
- 7. AppLovin Corp Ordinary Shares - Class A0.47%$22.41M
- 8. Evercore Inc Class A0.09%$4.3M
- 9. Curtiss-Wright Corp0.87%$41.18M
- 10. OSI Systems Inc0.4%$18.82M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund PrimeCap Odyssey Growth Fund
Totals
Holdings
Assets
Weight
Prisons
5
$305.27M
6.44%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
11
$387.92M
8.18%
Borders high risk
4
$40.37M
0.85%
Total
12
$389.47M
8.21%
Holdings — 12 flagged holdings
1.
Microsoft Corp
:$124.45M
2.62%
2.
Alphabet Inc Class A
:$92.57M
1.95%
3.
Alphabet Inc Class C
:$60.62M
1.28%
4.
Airbus SE
:$29.47M
0.62%
5.
Amazon.com Inc
:$26.09M
0.55%
6.
OSI Systems Inc
:$18.82M
0.4%
7.
Thermo Fisher Scientific Inc
:$13.72M
0.29%
8.
Salesforce Inc
:$11.29M
0.24%
9.
Textron Inc
:$5.15M
0.11%
10.
General Dynamics Corp
:$4.29M
0.09%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
PrimeCap Odyssey Growth Fund POGRX
Environment
Social
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