An upcoming retirement has set a leadership change in motion, but Dodge & Cox fundholders have little to worry about. The funds’ Morningstar Analyst Ratings remain unchanged.
Will DODLX 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 DODLX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DODLX 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 DODLX’s parent organization’s priorities and whether they’re in line with investors’ interests.