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Morningstar

Dodge & Cox Stock I DODGX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
198.04  /  1.15 %
Total Assets
87.8 Bil
Adj. Expense Ratio
0.510%
Expense Ratio
0.510%
Fee Level
Below Average
Longest Manager Tenure
20.75 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.62%
Turnover
10%

Morningstar’s Fund Analysis DODGX

Will DODGX outperform in 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 DODGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of DODGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An all-around winner.

Associate Director

Summary

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Top marks all around earn Dodge & Cox Stock’s two share classes and its UCITS vehicle Morningstar Analyst Ratings of Gold.

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