Morningstar

Dodge & Cox Worldwide US Stock Fund USD Inc

Morningstar Medalist Rating
Medalist Rating as of | See Dodge & Cox Investment Hub
  • NAV / 1-Day Return 21.11  /  +0.05 %
  • Total Assets 3.6B
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.630%
  • Distribution Fee Level Low
  • Share Class Type —
  • Category US Large-Cap Value Equity
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status
  • TTM Yield 0.53%
  • Turnover 9%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 7:30 AM GMT+0

Morningstar’s Analysis

Will Dodge & Cox Worldwide US Stock USD 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 USD 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 USD 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 USD Inc’s parent organization’s priorities and whether they’re in line with investors’ interests.

Keep your eyes on the potential prize.

Associate Director Tony Thomas

Tony Thomas

Associate Director

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 Holdings 31.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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