DODGX : Dodge & Cox Stock Fund

DODGX is a US Stocks Market Large Value with LOW fees.

DODGX

Dodge & Cox Stock Fund

FI Score

79 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

10 /10

Category Score

8 /10

Market Size

10 /10

79% FI Score
  • dodgx
  • Mutual Fund
  • US Stocks
  • Large Value

Dodge & Cox Stock Fund

Expenses: 0.52% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of principal and income; a secondary objective is to achieve a reasonable current income. The fund invests primarily in a diversified portfolio of equity securities. It will invest at least 80% of its total assets in equity securities, including common stocks, depositary receipts evidencing ownership of common stocks, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks. The fund may invest up to 20% of its total assets in U.S. dollar-denominated securities of non-U.S. issuers traded in the United States that are not in the S&P 500.

Largest Holdings

Amount Holding
4.04% Charles Schwab Corp
3.80% Alphabet Inc Class C
3.67% FedEx Corp
3.52% Microsoft Corp
3.42% Bank of America Corp
3.16% HP Inc
3.15% Comcast Corp Class A
3.08% Wells Fargo & Co
3.05% Cigna Corp
2.68% Charter Communications Inc A
2.58% Sanofi SA ADR
2.58% Capital One Financial Corp
2.39% UnitedHealth Group Inc
2.35% Goldman Sachs Group Inc
2.29% MetLife Inc
2.29% Novartis AG ADR
2.29% Johnson Controls International PLC
2.28% Microchip Technology Inc
2.27% Bristol-Myers Squibb Company
2.10% Utd Tech
2.06% GlaxoSmithKline PLC ADR
1.98% Booking Holdings Inc
1.90% Bank of New York Mellon Corp
1.74% TE Connectivity Ltd
1.70% Dell Technologies Inc Class C

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