performance is very good, yet I suspect if they cut their expenses from something like 1.07% to .87%, their assets under management would double. Exhibit A is Dodge & Cox . Maybe I'm wrong, or maybe they don't want that. But I want that.
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 ..... Fidelity Magellan FMGKX 29,435 1.43 Jeff's Old 401(k): Dodge & Cox Balanced DODBX 27,821 1.35 Jeff's Old 401(k):UBS
Company Stock Fund 4,766 1.68 N/A 401(k): RidgeWorth Mid-Cap Value Equity SMVTX 4,022 1.42 N/A 401(k): Dodge & Cox International Stock SMVTX 329 0.12 401(k): Fidelity Freedom 2045 FFKGX 2,830 1.00 401(k): PIMCO Total Return
Small Cap 2% Vanguard Select Value 1% Foreign Stock: Vanguard International Index 5% Vanguard International Discovery 6% Dodge & Cox International 2% Emerging Markets: DFA Emerging Markets Value (DFEVX) 4% Vanguard Emerging Markets (VMMSX) 6% Domestic
I really don't think the same conviction exists today? Dodge & Cox was practically unheard of in the 80's and 90's --- but ..... 2000-2005 having surged in performance making the likes of Dodge & Cox , Muhlenkamp and Third Avenue look great. A lot of people
is 8% of my 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
company that is under a cloud of uncertainty right now would be Nokia, and I think if there's one thing that might distinguish Dodge & Cox from a number of large-cap funds out there, it's that you own Nokia, not something like Apple, for example. Can you
m Laura Lallos, one of the analysts here at Morningstar. Dodge & Cox is known as good old-fashioned value investors, and also ..... the domestic side, Wells Fargo is the largest holding [in Dodge & Cox Stock], and that's a company that certainly exemplifies
try to fill in those gaps with investments outside of your retirement plan.) Perhaps this reader could consider buying some Dodge & Cox International Stock DODFX with part of her GE proceeds or money she saves going forward. Life doesn’t always turn out the
index of 750 large, 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