What kind of fund is Dodge and Cox Stock?
Dodge & Cox manages no-load mutual funds using the same investment approach we use with our separate accounts. The Funds offer a simple, low-cost way to own a portfolio of stocks and/or fixed-income securities. The Stock Fund invests in a diversified portfolio of equity securities.
Is Dodge and Cox Stock fund a value fund?
The Dodge & Cox Stock Fund’s managers look across the spectrum of large-cap stocks. The fund falls into Morningstar’s large-value category, meaning the managers invest primarily in the largest segment of the U.S. stock market based on market cap.
What type of fund is Dodix?
Fund Details
| Category | Core Bond |
|---|---|
| Portfolio Style | Core Bond |
| Fund Family | Dodge & Cox |
| Fund Status | Open |
| Fund Inception | January 3, 1989 |
What is a stock Income Fund?
Income funds are mutual funds or ETFs that prioritize current income, often in the form of interest or dividend-paying investments. Income funds may invest in bonds or other fixed-income securities as well as preferred shares and dividend stocks.
Is Dodge & Cox Income Fund A mutual fund?
Dodge & Cox is an actively managed mutual fund provider founded in 1930, amidst the Great Depression.
Can you invest in Dodge?
For more than 90 years, investors like you have invested in Dodge & Cox Funds to help them reach their goals. You can purchase one or more Funds among our equity and fixed income strategies to construct a more comprehensive investment portfolio. Open an account to invest directly in our mutual funds, at no cost.
Is Dodge and Cox Stock fund open to new investors?
Is the Dodge & Cox Stock Fund Open to New Investors? Yes, as of January 2021, DODGX is open to new investors, but requires a $2,500 minimum investment ($1,000 for IRAs).
Does Dodix pay a dividend?
The Dodge & Cox Global Stock Fund, International Stock Fund and Emerging Markets Stock Fund declare and pay dividends and capital gains (if any) annually in December. Distributions in 2021 will be made to shareholders who own shares of the Funds on December 17.
What is the average return on income funds?
If you’re looking into investing in mutual funds, you’ll want a sense of the average return before making any moves. In 2020, mutual funds in seven broad categories have averaged a return of roughly 10%, almost double the average annual return over the past 15 years.
Does Dodge and Cox have ETF?
Click on any of the mutual fund tickers below to see the ETF alternatives to these mutual funds, as selected by our Mutual Fund to ETF Converter tool….Dodge & Cox Mutual Funds.
| Ticker | Name | Expense Ratio |
|---|---|---|
| DODIX | Dodge & Cox Income | 0.43% |
| DODFX | Dodge & Cox International Stock | 0.64% |
| DODGX | Dodge & Cox Stock | 0.52% |
What type of bond is Dodge & Cox Income Fund?
The Dodge & Cox Income Fund falls within Morningstar’s intermediate-term bond category. Intermediate-term bonds are those with maturities in the three-to-10-year range.
Should Dodge & Cox investors be worried about Pohl’s retirement?
An upcoming retirement has set a leadership change in motion, but Dodge & Cox fundholders have little to worry about. The funds’ Morningstar Analyst Ratings remain unchanged. In January 2021, Dodge & Cox announced that chairman and CIO Charles Pohl will retire in June 2022.
How does Dodge & Cox Select Securities?
In selecting securities, Dodge & Cox considers many factors, including yield, credit quality, liquidity, covenants, call risk, duration, structure, and capital appreciation potential. Dividends are distributed in March, June, September and December; capital gains, if any, are distributed in December and March.
How will Pohl’s departure affect drivedodge & Cox?
Dodge & Cox will miss Pohl’s guidance and experience, but the firm’s collective decision-making structure and gradual successions minimize the effect of his departure.