Primecap Odyssey Growth Fund (POGRX) (ER 0.66)
This is my only actively managed fund in my 80/20 portfolio with a small value tilt.
I have used it for my ROTH IRA contributions/conversions since 2017.
It makes up 5% of my overall portfolio at this time.
It has underperformed VTI in the past 5 years.
I don't want to sell "low" and thus am tempted to hold on to it. I started investing in this fund because I liked the PRIMECAP management team and expenses were low - it was my version of an "active tilt." At the same time, I am considering selling and uses proceeds to rebalance into a low cost index fund/ETF.
Do others have sizeable positions in the fund? Any thoughts about the recent underperformance/management?
This is my only actively managed fund in my 80/20 portfolio with a small value tilt.
I have used it for my ROTH IRA contributions/conversions since 2017.
It makes up 5% of my overall portfolio at this time.
It has underperformed VTI in the past 5 years.
I don't want to sell "low" and thus am tempted to hold on to it. I started investing in this fund because I liked the PRIMECAP management team and expenses were low - it was my version of an "active tilt." At the same time, I am considering selling and uses proceeds to rebalance into a low cost index fund/ETF.
Do others have sizeable positions in the fund? Any thoughts about the recent underperformance/management?
Statistics: Posted by neopsych12 — Thu May 23, 2024 3:00 pm — Replies 0 — Views 38