Primecap odyssey aggressive growth fund

By Justin Jones Last updated Nov 11, 2022

Primecap odyssey aggressive growth fund: Chicago, Illinois – 8 April 2015 – The list of stocks mentioned in the analyst blog is released by Zacks.com. The most recent news and events that have an impact on equities and the financial markets are discussed by the Zacks Equity Research experts daily.

Primecap odyssey aggressive growth fund

The Vantagepoint Aggressive Opportunities Investor (VPAOX – Free Report), PRIMECAP Odyssey Aggressive Growth (POAGX – Free Report), and ClearBridge Aggressive Growth A are stocks that have lately been discussed on the site ( SHRAX – Free Report ).

Zacks is advertising their stock recommendations today, which are to “Buy.” Get the free choice for the #1 Stock of the Day.

Here are highlights from Tuesday’s Analyst Blog:

3 Aggressive Growth Funds for High Capital Gains

In the first quarter, growth mutual funds beat more general markets. S&P 500 and Dow both had poor first quarters. The S&P 500 increased by 0.4 percent, while the Dow decreased. The large, mid, and small-cap growth mutual funds, though, recorded respectable gains and even outperformed their blend and value counterparts.

Growth funds are an obvious alternative for investors when long-term capital growth takes precedence over dividend payments. However, investing in aggressive growth mutual funds is the best option for investors seeking the largest capital gains.

The Russell Aggressive Growth ETF has a 16.7 percent year-to-date return. As a result, it exceeded both the returns from large, mid, and small company growth funds as well as the overall markets. Aggressive growth mutual funds are the greatest investments for those who like to take risks and who aim to make the biggest capital returns. Investors that are willing to tolerate a high-risk-return trade-off are frequently drawn to aggressive growth mutual funds in their pursuit of higher returns.

Aggressive Growth Funds

These funds make investments in businesses with strong growth potential but volatile share prices. In order to profit from them in a favorable economic environment, this category of funds also makes significant investments in inexpensive equities, initial public offerings, and particularly volatile securities. The potential for growth and profitability of the issuing company is taken into consideration while choosing securities.

During a market upswing, this class of securities offers significant returns due to its strong positive correlation with market movements. Such success can be attained by investing in securities issued by businesses with significant development potential and in initial public offerings (IPOs), which are frequently immediately resold at a healthy profit. To attain their objective of high returns, many mutual funds that specialize in aggressive growth may also invest in options.

Growth Funds’ Performance

When investing in these funds, it is believed that significantly larger risk tolerance and the desire to park money for a longer period of time are required. This is due to the possibility that they may undergo larger swings than other fund classes. But throughout the first quarter, that hasn’t really been the case for growth funds, especially aggressive ones.

3 Aggressive Growth Funds to Buy

Three of the best mutual funds with an aggressive growth investment strategy are listed here. Since we anticipate that these mutual funds will outperform their peers in the future, each has received a Zacks Mutual Fund Rank #1 (Strong Buy) or a Zacks Mutual Fund Rank #2 (Buy).

Do not forget that the Zacks Mutual Fund Rank is intended to help investors determine prospective winners and losers. In contrast to most fund rating systems, the Zacks Mutual Fund Rank considers both the fund’s potential for future success as well as its historical performance.

The funds have no sales load and have a low expense ratio. They have respectable year-to-date, one-year, and three-year returns as well.

US companies with the potential for rapid earnings growth are prioritized for investment by PRIMECAP Odyssey Aggressive Growth (POAGX – Free Report). Despite investing in a variety of market sectors and market caps, the fund has historically placed the majority of its assets in mid-and small-cap companies.

Zacks Mutual Funds presently rates POAGX as #1 (Strong Buy). To date this year, it has returned 6.5 percent, outperforming the general markets. The returns after 1 and 3 years are a respectable 17 and 26.3 percent, respectively. In comparison to the category’s average expense ratio of 1.31 percent, the fund’s expense ratio is 0.62 percent.

Long-term capital growth is what Vantagepoint Aggressive Opportunities Investor (VPAOX – Free Report) targets. It makes investments utilizing an actively managed approach in equities of small to mid-cap local and international companies that are thought to have strong possibilities for capital growth. Additionally, the fund holds stock that is included in a unique rendition of the Russell Midcap Growth Index.

The Zacks Mutual Fund Rank for VPAOX is #2 (Buy). To date, it has returned 5.4 percent, outperforming the general markets. The returns after 1 and 3 years are a respectable 8 and 15.4 percent, respectively. Compared to the category’s average expense ratio of 1.31 percent, the fund’s expense ratio is 0.83 percent.

The ClearBridge Aggressive Growth A (SHRAX – Free Report) fund invests in businesses whose growth or profits outpace the S&P 500 index’s average rate of earnings growth. It invests in securities of well-known corporations with substantial market capitalizations that have the potential to grow significantly over the long term.

Zacks Mutual Funds presently rates SHRAX as #1 (Strong Buy). Year to date, it has returned 3.1 percent. The returns after 1 and 3 years are respectable at 10.1% and 20.7%, respectively. Compared to the category’s average expense ratio of 1.20 percent, the fund’s expense ratio is 1.15 percent.

About Zacks Mutual Fund Rank

Investors can locate mutual funds that have not only outperformed the market in the past but also are predicted to do so in the future by using the Zacks Rank. Using the Zacks Rank, choose the top mutual funds.

Zacks is advertising their stock recommendations today, which are to “Buy.” Get the free choice for the #1 Stock of the Day.

About Zacks Equity Research

Investors can use Zacks Equity Research’s best quantitative and qualitative analysis to choose which stocks to buy and hold for the long term.

A universe of 1,150 publicly traded equities is continually covered. Due to the fact that our analysts are grouped by industry, they have acute insight into events that have an impact on business earnings and stock performance. The time horizon for recommendations and target prices is six months.

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