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Dodge & Cox Income DODIX

Analyst rating as of
NAV / 1-Day Return
14.67  /  0.14 %
Total Assets
67.0 Bil
Adj. Expense Ratio
0.420%
Expense Ratio
0.420%
Fee Level
Below Average
Longest Manager Tenure
31.74 years
Category
US Fund Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,500
Status
Open
TTM Yield
2.70%
Effective Duration
5.00 years
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Morningstar’s Analysis

Will DODIX outperform in future?

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

Dodge & Cox Adjusts Its Investment Committees as Senior Members Step Back

Senior Analyst

Analyst Note

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A host of small changes to Dodge & Cox's investment committees don't affect its funds' Morningstar Analyst Ratings. The moves, announced on Jan. 15, 2020, are in step with the firm's plans for gradual succession, with most of this year's changes involving senior members reducing their roles. Dodge & Cox likely faces a generational leadership change in the next few years, as CEO/president Dana Emery is in her late 50s, chairman/CIO Charles Pohl is in his early 60s, and the firm's employees typically retire around 65. The changes are as follows:

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