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Morningstar

Dodge & Cox Global Stock I DODWX

Morningstar Medalist Rating
Medalist Rating as of | See Dodge & Cox Investment Hub
  • NAV / 1-Day Return 15.21  /  −0.65 %
  • Total Assets 11.4 Bil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.53%
  • Turnover 20%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:20 PM GMT+0

Morningstar’s Analysis DODWX

Will DODWX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DODWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DODWX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DODWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Dodge & Cox Makes One Small Change to Its Investment Committees

null Tony Thomas

Tony Thomas

Analyst Note

Dodge & Cox is making a change on its international equity investment committee, but the move does not affect the Pillar ratings or Morningstar Medalist Rating of that group’s Dodge & Cox International Stock fund.

by Tony Thomas
Published on

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Portfolio Holdings DODWX

More DODWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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