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Why Invest In Dodge & Cox Stock Fund (DODGX)?

Published 12/07/2016, 09:09 PM
Updated 07/09/2023, 06:31 AM

Dodge & Cox Stock Fund (DODGX) seeks long-term growth of principal and income. A secondary objective is to achieve a reasonable current income. DODGX invests primarily in a broadly diversified portfolio of common stocks. In selecting investments, DODGX invests in companies that, in Dodge & Cox's opinion, appear to be temporarily undervalued by the stock market but have a favorable outlook for long-term growth. DODGX focuses on the underlying financial condition and prospects of individual companies, including future earnings, cash flow and dividends. Various other factors, including financial strength, economic condition, competitive advantage and quality of the business franchise are weighed against valuation in selecting individual securities.

This Large Value product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 7.3% and 5 year 14.6%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.

DODGX’s performance, as of the last filing, when compared to funds in its category was in the top 14% over the past 1 year, in the top 26% over the past 3 years, and in the 1% over the past 5 years.

The Dodge & Cox Stock fund, as of the last filing, allocates their fund in three major groups; Large Value, Small Growth and Foreign Stock. Further, as of the last filing, Wells Fargo (NYSE:WFC) & Co, Capital One Financial Corp (NYSE:COF) and Bank Of America Corp were the top holdings for DODGX.

This Zacks Rank #2 (Buy) was incepted in January 1965 and is managed by Dodge & Cox. DODGX carries an expense ratio of 0.52% and requires a minimal initial investment of $2,500.

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