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Dodge & Cox Stock Fund Class I (DODGX)

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257.67 +3.29    +1.29%
20/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Dodge & Cox
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 70.82B
Dodge & Cox Stock 257.67 +3.29 +1.29%

DODGX Overview

 
Find basic information about the Dodge & Cox Stock Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add DODGX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change6.64%
Prev. Close254.38
Risk Rating
TTM Yield1.33%
ROE13.91%
IssuerDodge & Cox
Turnover7%
ROA5.17%
Inception DateJan 04, 1965
Total Assets70.82B
Expenses0.51%
Min. Investment2,500
Market Cap94.57B
CategoryLarge Value
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Dodge & Cox Stock Fund Class I News


UBS sees S&P 500 hitting 6,600 despite fewer Fed cuts
UBS sees S&P 500 hitting 6,600 despite fewer Fed cuts By Investing.com - 21 hours ago

Investing.com --US equities experienced a stabilization on Thursday, while US bond yields continued to climb as market participants adjusted their expectations for a more gradual...

Dodge & Cox Stock Fund Class I Analysis


Lance Roberts
The Same Bullish Views Could Turn Bearish by 2025 By Lance Roberts - 4 hours ago

I never thought someone would label me a “Permabull.” This is particularly true of the numerous articles I wrote over the years about the risks of excess valuations, monetary...

Soul Dr.
Where Will the S&P 500 Find a Bottom? By Soul Dr. - Dec 20, 2024

Yesterday, the FED’s forecast for only two rate cuts in 2025 catalyzed the markets to usher in the correction we were already anticipating five weeks ago. Namely, using the...

Performance

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Condition

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%

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1221 1057 1293 1404 1942 2983
Fund Return 22.1% 5.67% 29.25% 11.98% 14.2% 11.55%
Place in category 530 609 463 264 63 33
% in Category 47 54 40 26 8 8

Top Equity Funds by Dodge & Cox

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox International Stock 39.19B 7.47 7.11 4.22
  Dodge & Cox Balanced 12.56B 13.32 7.42 8.36
  Dodge & Cox Global Stock 10.68B 10.72 9.53 8.23

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Equity-Income Adm 55.74B 20.82 11.53 10.54
  Vanguard Windsor II Admiral 51B 19.09 9.58 10.82
  American Funds American Mutual A 40.53B 20.22 10.11 9.79
  Vanguard Value Index Adm 39.97B 23.79 12.28 10.75
  American Funds American Mutual R6 31.54B 20.57 10.46 10.12

Top Holdings

Name ISIN Weight % Last Change %
  Fiserv US3377381088 3.41 206.05 +1.87%
  Charles Schwab US8085131055 3.38 74.31 +0.94%
  Rtx Corp US75513E1010 3.20 116.48 +0.88%
  Wells Fargo&Co US9497461015 3.06 70.34 +2.16%
  Sanofi ADR US80105N1054 2.90 47.71 +0.44%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Sell Strong Buy
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