Morningstar

Dodge & Cox Worldwide US Stock Fund GBP Inc

Morningstar Medalist Rating
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Medalist Rating as of See Dodge & Cox Investment Hub
  • NAV / 1-Day Return £40.69  /  −0.25 %
  • Fund Size £2.5B
  • Adjusted Expense Ratio —
  • Net Expense Ratio 0.630%
  • Fee Level: Distribution —
  • Share Class Type —
  • Morningstar Category US Large-Cap Value Equity
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment £50,000
  • Investment Status Open
  • TTM Yield 0.55%
  • Turnover Ratio 9%
NAV and 1-Day Return as of

Morningstar’s Analysis

Will Dodge & Cox Worldwide US Stock Fund GBP Inc 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 GBP Inc’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 GBP Inc 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 GBP Inc’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

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  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.1
Top 10 Holdings
% Portfolio Weight
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