
1.67 N/A Amy's Old 401(k): Columbia Mid Cap Index NMPAX 23,856 1.16 Amy's Old 401(k): Dodge & Cox Stock DODGX 77,272 3.76 Amy's Old 401(k): Gabelli Small Cap Growth GACIX 13,772 0.67 Amy's Old 401(k): Northern Small
there. We had also seen investors who had DODGX + DODFX or DODBX as substantial core positions ..... today to look at the 5-year returns: DODGX : -3.84% | VTSMX: +0.59% (Total ..... attraction in trying to get into a closed fund ( DODGX - which occurred several years ago) than
portfolio. Trying to be somewhat defensive, I also have a 6% stake in two large-cap value funds: 3% in Dodge & Cox Stock ( DODGX ) and 3% in Vanguard Equity Income (VEIPX). My portfolio also has 5% in a mid-cap index (VIMSX), 9% in a small
slower-growing, value-priced companies. Among several highly rated large-value mutual funds are Dodge & Cox Stock DODGX and T. Rowe Price Equity Income PRFDX. The former looks for large-cap stocks with sustainable competitive advantages, while
growing companies in networked storage, was picked up by two of our managers during the quarter, with both Dodge & Cox Stock DODGX and Hartford Capital Appreciation putting new money to work in the firm. As for the other purchases that made the list, Motorola
he retires...on the other hand many good managers have slumps for two to five years and then come back. Dodge and Cox Stock DODGX , Fairholme, and Hartford Capital Appreciation ITHAX are all underperforming yet have excellent long-term
Our favorite no-load fund picks included a few winners, but most of our domestic stock funds delivered returns in a narrow range that trailed the market slightly. One other positive: We had no disasters.
Advice needed on my 401K holdings Here are my holdings. bonds: vfstx 10 vbmfx 7 vipsx 5 22 small brsix 4.5 visvx 10.5 15 large vfinx 7 vtsmx 7 dodgx 10.5 24.5 special vgsix 5.5 pcrdx 7 12.5 international veiex 4 tavix 9 dodfx 13 26 er : 0.65 age:45
once a great gain became a great loss. You'd have thought I would have learned from the debacle that was Dodge and Cox Stock DODGX , but I appear to be a slow learner." Sniper66 wrote, "I didn't much enjoy the steep losses in everything
strong track record with this strategy, with a top-quartile ranking during the trailing 10-year period. Dodge & Cox Stock DODGX Summary section written by Dan Culloton The fund can still revert to its historic form. Its expense ratio and turnover remain