POMG – PRIMECAP Odyssey Discovery ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund seeks long-term capital appreciation by investing primarily in stocks of mid- and small-capitalization companies. It invests in stocks that trade in the United States. The managers define mid-cap companies as those the market capitalization (number of shares outstanding multiplied by share price) of which falls within the range of either the S&P MidCap 400® Index or the Russell Midcap® Growth Index at the time of initial purchase. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
POMG	PRIMECAP Odyssey Discovery ETF	ETF	Open	—	—	Oct 20, 2026	$12.75M	0.680%	—	—	—

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