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Morningstar

Dodge & Cox Stock X DOXGX

Morningstar Medalist Rating
Medalist Rating as of | See Dodge & Cox Investment Hub
  • NAV / 1-Day Return 257.17  /  0.00 %
  • Total Assets 109.1 Bil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.410%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.51%
  • Turnover 12%

USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:19 PM GMT+0

Morningstar’s Analysis DOXGX

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

  • People Pillar

    The People Pillar is our evaluation of the DOXGX 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 DOXGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Humming along.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Exceptional personnel and a proven, faithfully followed approach earn high marks for Dodge & Cox Stock and its related Irish UCITS offering Dodge & Cox Worldwide US Stock.

by Tony Thomas
Rated on Published on

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Portfolio Holdings DOXGX

More DOXGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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