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Dodge & Cox Income DODIX

Analyst rating as of
NAV / 1-Day Return
14.25  /  0.21 %
Total Assets
69.4 Bil
Adj. Expense Ratio
0.420%
Expense Ratio
0.420%
Fee Level
Below Average
Longest Manager Tenure
32.37 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,500
Status
Open
TTM Yield
2.27%
Effective Duration
5.40 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 Is Prepared for Upcoming Management Changes; Ratings Unchanged

Senior Analyst

Analyst Note

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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.

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