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Dodge & Cox Stock Fund

NAS: DODGX

GO
/zigman2/quotes/202530840/realtime

$

171.43

Change

-1.08 -0.63%

Sep 18, 2020

YTD return

-9.30%

5 yr avg return

9.12%

Total net assets

63.59B

52 week low

52 week high

$118.38

$203.69

Yield

1.94%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.52%

12 b-1

n/a

Turnover

17.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.79

Dividend freq.

Quarterly

Capital gain (2019)

17.03

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.87

Beta

1.16

Standard deviation

5.86

R. squared

0.92

Min. Investment

Standard (taxable)

2500

IRA

1000

Compare:
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/news/latest/company/us/dodgx

MarketWatch News on DODGX

  1. Is Any Mutual Fund Company Better Than Vanguard? 1 Comes Close.

    8:00 a.m. Sept. 7, 2019

    - Barron's Online

  2. Heresy? These 7 actively managed funds are winners

    10:49 a.m. Jan. 9, 2017

    - Jack Hough

  3. How to Pick Great Funds

    2:35 a.m. Jan. 7, 2017

    - Barron's Online

  4. Not All Large-Cap Active Funds Have Trailed The S&P This Year

    2:39 p.m. Nov. 28, 2016

    - Barrons Blogs

  5. A New Favorite for Value Funds: Technology

    12:50 p.m. Sept. 20, 2016

    - Barron's Online

  6. The Best Bear Funds

    2:02 p.m. Jan. 20, 2016

    - Barron's Online

  7. Dodge & Cox: The Minimalists Next Door

    4:00 a.m. Jan. 10, 2015

    - Barron's Online

  8. Which for-profit education companies are good bets?

    1:56 p.m. Sept. 17, 2014

    - Mark Hulbert

  9. When Bigger Is Not Always Better

    2:30 a.m. June 14, 2014

    - Barron's Online

  10. When Bigger Is Not Always Better

    5:40 p.m. June 17, 2014

    - Barron's Online

  11. Portfolio tune-up for 2014

    1:02 p.m. Dec. 9, 2013

    - Mark Hulbert

  12. Why sharp fund, ETF gains can cut both ways

    8:30 a.m. April 1, 2013

    - Jonathan Burton

  13. 7 mutual funds that should be in with the in crowd

    9:01 a.m. Feb. 4, 2013

    - Jonathan Burton

  14. 7 mutual funds to buy after the next correction

    3:18 p.m. Feb. 1, 2013

    - Jonathan Burton

  15. 2013 could be lucky for U.S. stock funds, ETFs

    7:03 p.m. Jan. 2, 2013

    - Jonathan Burton

  16. Hewlett-Packard draws in the value crowd

    12:01 a.m. Aug. 20, 2012

    - Matt Andrejczak

  17. Why U.S. stock funds, ETFs could see a 2012 rally

    12:59 a.m. Jan. 1, 2012

    - Jonathan Burton

  18. Why U.S. stock funds could see year-end rally

    12:01 a.m. Oct. 3, 2011

    - Jonathan Burton

  19. Loading more headlines...

Lipper Leader

Total Return: 4 Consistent Return: 4 Preservation: 3 Tax Efficiency: 2 Expense: 5

YTD Lipper Ranking: Quintile 2 (24th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -9.30% -11.96% 4.20% 24% 2
1yr -1.62% -6.17% 12.50% 18% 1
3yr 4.59% 1.82% 12.00% 15% 1
5yr 9.12% 5.91% 13.40% 5% 1
10yr 11.52% 8.68% 13.8% 1% 1

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$45,884

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Multi-Cap Value Funds

Fund family

Dodge & Cox

Fund status

Open

Fund inception

January 4, 1965

Manager

Team Managed

Investment Policy

The Fund seeks long-term growth of principal and income. A secondary objective is to achieve a reasonable current income.

/news/nonmarketwatch/company/us/dodgx

Other News on DODGX

  1. Active Equity Managers Underperform At Bull Market Peaks

    6:58 a.m. Jan. 20, 2020

    - Seeking Alpha

  2. Stocks At All-Time Highs: Why It Matters

    12:23 p.m. Oct. 30, 2019

    - Seeking Alpha

  3. CFO Survey: Skepticism Could Be An Important Warning Signal

    1:01 p.m. Oct. 9, 2019

    - Seeking Alpha

  4. Mutual-Fund Ratings Are Often Based on a Decade’s Results. That’s Too Short.

    12:37 p.m. Sept. 30, 2019

    - The Wall Street Journal Interactive Edition

  5. Dodge & Cox's Stock Fund 1st Quarter Commentary

    3:43 p.m. April 16, 2019

    - GuruFocus.com

  6. 5 Low-Cost Mutual Funds for Retirement Investors

    12:06 p.m. Oct. 25, 2018

    - InvestorPlace.com

  7. 10 Best Mutual Funds for Retirement

    1:30 p.m. July 23, 2018

    - InvestorPlace.com

  8. 7 Low-Cost Mutual Funds to Love

    9:48 a.m. July 2, 2018

    - InvestorPlace.com

  9. 5 Mutual Funds That Have Reopened: Should You Invest in Them?

    4:50 p.m. June 7, 2018

    - The Wall Street Journal Interactive Edition

  10. Survive The Rocky Market With These ETFs/Funds

    10:52 a.m. May 7, 2018

    - Seeking Alpha

  11. Dodge & Cox Stock Fund 1st Quarter Commentary

    2:32 p.m. April 17, 2018

    - GuruFocus.com

  12. Value Funds/ETFs Have Disappointed: Hold Or Fold?

    11:38 a.m. March 27, 2018

    - Seeking Alpha

  13. The Problem With Index Funds

    2:30 p.m. Jan. 9, 2018

    - Seeking Alpha

  14. The 7 Best Value Funds to Hold Forever

    3:13 p.m. Dec. 5, 2017

    - InvestorPlace.com

  15. Dodge & Cox Stock Fund 3rd Quarter Commentary

    4:49 p.m. Oct. 16, 2017

    - GuruFocus.com

  16. 7 Dependable Mutual Funds for Retirement

    3:02 p.m. Sept. 18, 2017

    - InvestorPlace.com

  17. 4 Top Mutual Funds to Buy for a 401 (k) Plan

    11:02 a.m. Sept. 18, 2017

    - Zacks.com

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