DODWX Rating, Research - Dodge & Cox Global Stock

Dodge & Cox Global Stock (dodwx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
%
%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 63

Threats + Weaknesses = 45

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities (see equity research) of U.S. and non-U.S. companies. It invests at least 40% and up to 75% of net assets in non-U.S. equity securities (see equity research). The fund invests up to 25% of net assets in equity securities (see equity research) of companies located in emerging markets. It invests in equity securities (see equity research) of companies located in at least three countries, including the United States. The fund invests no more than 35% of net assets in equity securities (see equity research) of companies located in a single non-U.S. country. Its investment strategy is not designed to track the performance of any specific benchmark.


Management Analysis Update

Dodge & Cox Global Stock's management team has a long history of working together. This helps ensure consistent future returns.


Performance Analysis Update