DODGX Rating, Research - Dodge & Cox Stock

Dodge & Cox Stock (dodgx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 73

Threats + Weaknesses = 64

When strengths & opportunities substantially exceed threats & weaknesses an investment in the dodgx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Dodge & Cox Stock (DODGX) Description: DODGX is a mutual fund, which is an investment that owns a basket of assets. The DODGX mutual fund was provided by Dodge & Cox and this investment vehicle derives the majority of its value from equity holdings (stocks). Dodge & Coxs mutual fund has a long management tenure and is in the large fund size classification. DODGXs minimum initial investment amount is $2500 while the IRA minimum is $1000. DODGXs expense ratio is roughly 1%. The latest DODGXs front end load was 0% and the back end load was 0%. The Dodge & Cox Stock (DODGX) mutual fund falls under the large-cap value category. DODGX focuses its investments in USA and DODGX is not affiliated with a particular industry or fund sector. The Dodge & Cox Stock (DODGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find DODGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of DODGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of principal and income; current income is a secondary consideration. The fund invests primarily in a broadly diversified portfolio of common stocks (see stock research). It may invest at least 80% of total assets in common stocks (see stock research), including those securities of foreign issuers included in the S&P 500. The fund may also purchase other types of securities and debt securities which are convertible into common stock. It may also invest up to 20% of total assets in U.S. dollar-denominated securities of foreign issuers traded in the United States that are not included in the S&P 500.

Management Analysis Update

Dodge & Cox Stock's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update