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.
Dodge & Cox Stock DODGX
NAV / 1-Day Return
237.13
/
1.47
%
Total Assets
85.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.520%
Expense Ratio
0.520%
Fee Level
Low
Longest Manager Tenure
29.36
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
2,500
Status
Open
TTM Yield
1.41%
Turnover
21%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Dodge & Cox Is Prepared for Upcoming Management Changes; Ratings Unchanged
