As it often does each January, Dodge & Cox recently announced plans for investment-team changes over the next 12-18 months. This year's announcement included key upcoming retirements and minor changes to its deep, experienced investment committees. The moves are consistent with the firm's careful succession planning and build upon groundwork laid in the past two years. As such, the transitions should be smooth, so the Dodge & Cox funds retain their People and Parent Pillar ratings and their respective Morningstar Analyst Ratings.
Will DODGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DODGX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DODGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DODGX’s parent organization’s priorities and whether they’re in line with investors’ interests.