Financial Advisor Sponsor:Christine F. Heim, Managing Director |
Bookmark this site!
(Enter Stock Symbol)
Partner Sites
AnnuitiesWall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information
Fund Intelligence | Best Managers | DODGX Insights | DODGX Score | DODGX Performance | DODGX Manager | DODGX News | DODGX Allocation | DODGX Holdings Change
Fund Intelligence | Best Managers | DODGX Insights | DODGX Score | DODGX Performance | DODGX Manager | DODGX News | DODGX Allocation | DODGX Holdings Change
Mutual Fund Insights: Dodge & Cox Stock Fund (DODGX)
In-depth Analysis of Dodge & Cox Stock Fund (DODGX)
6 months 1 year 3 year 5 year |
-
Last Trade: $101.56 on 3/19/2010, Change: -0.70 (-0.68%)
Experiment our closing price forecasting tool for Dodge & Cox Stock Fund (DODGX) (alpha release)
Fund Manager - John A. Gunn
Fund Manager Tenure: 33.2 yearsFundmojo Fund Grade: D (Score: 0.47) (What does this score mean?)John A. Gunn is president and chief investment officer with Dodge & Cox, his employer since 1972. John A. Gunn is a Chartered Investment Counselor. John A. Gunn is a former member of the board of governors of the Association for Investment Management & Research. Get more insights on John A. Gunn
What we like about Dodge & Cox Stock Fund (DODGX)
Data for Dodge & Cox Stock Fund (DODGX) as of February 28, 2010
- Dodge & Cox Stock Fund (DODGX) management has been with Dodge & Cox Stock Fund for 33.2 years
- Dodge & Cox Stock Fund (DODGX) has good Long-term performance (5-year return -0.62% vs -0.22 % Large Value category average)
- Dodge & Cox Stock Fund (DODGX) ratio of up-years vs down years is greater than 2
- Dodge & Cox Stock Fund (DODGX) has an annual stock turnover rate of 31.00% vs Large Value average of 69.56%. It is good that Dodge & Cox Stock management does not trade extensively for its return.
- Dodge & Cox Stock Fund (DODGX) has a lower management fee than its Large Value average: 0.52% vs 1.29%
- Dodge & Cox Stock Fund (DODGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about Dodge & Cox Stock Fund (DODGX)
Data for Dodge & Cox Stock Fund (DODGX) as of February 28, 2010
- Dodge & Cox Stock Fund is a focused fund with 33.41% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
- Dodge & Cox Stock Fund (DODGX) has a less-than-ideal short-term performance (1-year return 42.71% vs 54.22 % Large Value category average)
- Dodge & Cox Stock Fund (DODGX) has a less-than-ideal mid-term performance (3-year return -10.53% vs -7.29 % Large Value category average)
- Dodge & Cox Stock Fund (DODGX) has a Morningstar rating of 3 and below
- Dodge & Cox Stock Fund (DODGX) is less safe compared to its Large Value peers
- Dodge & Cox Stock Fund (DODGX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.86 that is higher than category average of 20.8
Interested in other top mutual funds in similar Large Value category?
Below are some additional Large Value mutual funds generated out of our database
- Auxier Focus Inv (AUXFX) [ Compare with Dodge & Cox Stock Fund (DODGX) ]
- SunAmerica Focused Dividend Strategy A (FDSAX) [ Compare with Dodge & Cox Stock Fund (DODGX) ]
- Valley Forge (VAFGX) [ Compare with Dodge & Cox Stock Fund (DODGX) ]
- See top fund managers for Large Value Category Funds
- Browse other funds in Large Value Category
Dodge & Cox Stock Fund (DODGX) Net Asset
Track net asset change of Dodge & Cox Stock fund (DODGX)
| Date | Net Asset |
| 02/2010 | $39.23B |
| 01/2010 | $39.23B |
| 11/2009 | $39.49B |
Dodge & Cox Stock Fund (DODGX) Portfolio Allocation
Track portfolio allocation change of Dodge & Cox Stock fund (DODGX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 1.39% | 97.44% | 0% | 1.18% |
| 06/2009 | 1.29% | 98.51% | 0% | 0.2% |
| 03/2009 | 2.83% | 97.17% | 0% | 0% |
Most Recent Top 10 Holdings in Dodge & Cox Stock Fund (DODGX)
Discover what Dodge & Cox Stock Fund (DODGX) manager is buying
SCHLUMBERGER LTD [3.47%] NOVARTIS AG ADS [3.29%] Comcast Corporation [3.24%] GEN ELECTRIC CO [3.2%] WELLS FARGO & CO NEW [3.17%] MOTOROLA INC [2.99%] CAPITAL ONE FINANCIA [2.86%] MERCK CO INC [2.82%] GLAXOSMITHKLINE PLC [2.75%] | SCHLUMBERGER LTD [3.97%] WELLS FARGO & CO NEW [3.26%] Comcast Corporation [3.23%] NOVARTIS AG ADS [3.18%] WELLPOINT INC. [2.98%] GLAXOSMITHKLINE PLC [2.94%] Amgen Inc. [2.87%] MERCK CO INC [2.87%] MOTOROLA INC [2.83%] | Comcast Corporation [4.74%] SCHLUMBERGER LTD [3.68%] NOVARTIS AG ADS [3.63%] Amgen Inc. [3.35%] GLAXOSMITHKLINE PLC [3.19%] WELLPOINT INC. [3.16%] OCCIDENTAL PET [2.86%] TIME WARNER INC NEW [2.51%] CARDINAL HEALTH INC [2.47%] |
Related books and products to Dodge & Cox Stock Fund (DODGX)
Latest News on Dodge & Cox Stock (DODGX)
See what is happening with Dodge & Cox Stock Fund (DODGX)
Books and Resources
 
 
See more information on Dodge & Cox Stock Fund (DODGX)
- Dodge & Cox Stock Fund Insights
- Dodge & Cox Stock Fund Performance Data
- Dodge & Cox Stock Fund News
- Dodge & Cox Stock Fund Score Explaination
- Dodge & Cox Stock Fund Manager Information
- Historic Dodge & Cox Stock Fund Asset Allocation Report
- Historic Dodge & Cox Stock Fund Top 10 Holding Tracking
- Historic Dodge & Cox Stock Fund Asset Under Management Tracking


