Skip to Content
US Videos

2 Excellent Long-Term Options From Primecap

Deciding between Primecap Odyssey Growth and Primecap Odyssey Stock--both Gold-rated--comes down to risk tolerance.

Mentioned: ,

Since its 1983 founding, Pasadena, California-based Primecap Management Company has established itself as a premier asset manager. The firm has two strategies open to new investors: Primecap Odyssey Growth, which has a Morningstar Analyst Rating of Gold, and Primecap Odyssey Stock, which also has a Morningstar Analyst Rating of Gold. Both funds share the same veteran, four-person management team, employ a multimanager approach that divides each fund's asset base into separately run sleeves, and have below average fees versus similarly distributed peers. 

Where the two funds differ is in their mandates. Odyssey Growth focuses on mid- and large-cap stocks that the managers believe have above-average growth potential not reflected in the current market prices, whereas Odyssey Stock tends to invest in more stable, large-cap companies that are attractive for a variety of reasons, including faster than anticipated growth potential, superior profitability, and undervalued assets. 

Alec Lucas has a position in the following securities mentioned above: POGRX. Find out about Morningstar’s editorial policies.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.