PrimeCap Odyssey Stock Fund
Shareclass
PRIMECAP Odyssey Stock (POSKX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund PrimeCap Odyssey Stock Fund
FUND COVERAGE
# of holdings143
% of assets97%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC ADR4.12%$182.21M
- 2. GSK PLC ADR1.27%$56.27M
- 3. Sanofi SA ADR0.06%$2.78M
- 4. Novartis AG ADR0.61%$27.12M
- 5. Biogen Inc1.76%$77.84M
- 6. Dow Inc0.14%$6.24M
- 7. Boston Scientific Corp0.81%$35.76M
- 8. Bank of America Corp0.52%$22.83M
- 9. Citigroup Inc0.95%$41.97M
- 10. Philip Morris International Inc0.22%$9.91M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GRAIL Inc0.01%$463,224
- 2. Evercore Inc Class A0.14%$6.08M
- 3. Curtiss-Wright Corp1.5%$66.3M
- 4. Moog Inc Class A0.63%$27.95M
- 5. Saia Inc0.06%$2.6M
- 6. Amentum Holdings Inc0.98%$43.43M
- 7. RXO Inc0.03%$1.37M
- 8. Newell Brands Inc0.18%$8.12M
- 9. Transocean Ltd<0.01%$390,000
- 10. Nextracker Inc Ordinary Shares - Class A1.07%$47.31M
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 Stock Fund
Totals
Holdings
Assets
Weight
Prisons
5
$228.85M
5.18%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
8
$306.44M
6.93%
Borders high risk
4
$46.29M
1.05%
Total
10
$312.88M
7.08%
Holdings — 10 flagged holdings
1.
Microsoft Corp
:$143.87M
3.25%
2.
Alphabet Inc Class A
:$44.8M
1.01%
3.
Thermo Fisher Scientific Inc
:$37.74M
0.85%
4.
Alphabet Inc Class C
:$33.75M
0.76%
5.
Airbus SE
:$33.44M
0.76%
6.
Booz Allen Hamilton Holding Corp Class A
:$6.67M
0.15%
7.
Tyson Foods Inc Class A
$6.08M
0.14%
8.
General Dynamics Corp
:$5.07M
0.11%
9.
RTX Corp
:$1.11M
0.03%
10.
Walmart Inc
$360,710
<0.01%
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 Stock Fund POSKX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer