Morningstar

Dodge & Cox Worldwide US Stock Fund A GBP

Morningstar Medalist Rating
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Medalist Rating as of See Dodge & Cox Investment Hub
  • NAV / 1-Day Return£71.43  /  +1.06%
  • Fund Size£2.6B
  • Adjusted Expense Ratio—
  • Net Expense Ratio—
  • Fee Level: Distribution—
  • Share Class Type—
  • Morningstar CategoryUS Large-Cap Value Equity
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment£50,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio9%
NAV and 1-Day Return as of

Morningstar’s Analysis

Will Dodge & Cox Worldwide US Stock Fund A GBP outperform in the 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 Dodge & Cox Worldwide US Stock Fund A GBP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the Dodge & Cox Worldwide US Stock Fund A GBP 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 Dodge & Cox Worldwide US Stock Fund A GBP’s parent organization’s priorities and whether they’re in line with investors’ interests.

Keep your eyes on the potential prize.

Principal Tony Thomas

Tony Thomas

Principal

Summary

Dodge & Cox Stock and its related UCITS offering, Dodge & Cox Worldwide US Stock, will sometimes fall behind. Investors who see that the strategy still has strong personnel and a proven approach, however, should look through the turns and remain calm.

by Tony Thomas
Rated on Published on

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Portfolio Holdings

More Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings32.1
Top 10 Holdings
% Portfolio Weight
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