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Morningstar

Dodge & Cox Stock I DODGX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 229.02  /  0.28 %
  • Total Assets 88.4 Bil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.510%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.37%
  • Turnover 10%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DODGX

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

People Pillar

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

Dodge & Cox Announces 2023 Personnel Plans; Ratings Unchanged

Associate Director

Analyst Note

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