Is Dodgx a good investment?
Overall, Dodge & Cox Stock Fund ( DODGX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, this fund looks like a good potential choice for investors right now.
Is Dodgx 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).
Is Dodgx an 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 |
|---|---|---|
| DODFX | Dodge & Cox International Stock | 0.64% |
| DODGX | Dodge & Cox Stock | 0.52% |
What share class is Dodgx?
American Funds American Mutual Fund® Class F-1AMFFX.
Is Dodgx a mutual fund?
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….Risks of Interval Funds.
| Max. Front Load | — |
|---|---|
| 12b-1 Fee | — |
| Fund’s Contingent Redemption Fee | 0.00% |
Who owns Dodge & Cox?
Dodge & Cox
| Type | Private (Employee-owned) |
|---|---|
| Key people | Charles Pohl (Chairman and Chief Investment Officer) Dana Emery (CEO, President, and Director of Fixed Income) Kenneth Olivier (Chairman Emeritus) |
| AUM | US$325 billion (December 31, 2020) US$327 billion (December 31, 2019) |
| Website | dodgeandcox.com |
| Footnotes / references |
Can you change cost basis after selling?
You aren’t allowed to change your method retroactively after you’ve sold any shares while the average basis method was in effect. In this situation you can change to the separate lot method prospectively, but it won’t be possible to restore the original cost basis of lots you held while using the average basis method.
What does Dodge and Cox invest in?
Invests primarily in a diversified portfolio of emerging markets equity securities. Invests primarily in a diversified portfolio of equity securities and debt securities. Invests in a diversified portfolio of primarily high-quality bonds and other debt securities.
What kind of company is Dodge and Cox?
American mutual fund company
Dodge & Cox is an American mutual fund company, founded in 1930 by Van Duyn Dodge and E. Morris Cox, that provides professional investment management services.
What is Dodge and Cox Balanced fund?
Dodge & Cox Balanced Fund seeks regular income, conservation of principal, and an opportunity for long-term growth of principal and income.
Is Dodge and Cox a hedge fund?
Dodge & Cox practices a team-based management strategy and as of 2020, the firm had US$325 billion in assets under management, and one of their funds was among the largest 25 American mutual funds….Dodge & Cox.
| Type | Private (Employee-owned) |
|---|---|
| Founded | 1930 |
| Headquarters | 555 California Street San Francisco, California, U.S. |
Why is basis not reported to the IRS?
Short Term sales with cost basis not reported to the IRS means that they and probably you did not have the cost information listed on your Form 1099-B.
What is Dodgx invested in?
According to the fund’s website, “In selecting investments, the Fund typically 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.” The fund’s largest holdings include Bank of America Corp., Wells Fargo & Co.
Who owns Dodge & Cox Inc?
What family owns Vanguard?
Vanguard is owned by the funds managed by the company and is therefore owned by its customers. Vanguard offers two classes of most of its funds: investor shares and admiral shares….The Vanguard Group.
| Type | Private |
|---|---|
| Founder | John C. Bogle |
| Headquarters | Malvern, Pennsylvania, U.S. , United States |
| Key people | Mortimer J. Buckley (Chairman & CEO) |
Will Dodge&Cox’s new balanced fund investment committee improve dodbx?
Dodge & Cox will arguably improve its approach to Dodge & Cox Balanced DODBX with the formation of its balanced fund investment committee. The seven-member group will take charge of the fund in May 2022.
What type of stock is Dodge and Cox?
About DODGX 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 are the returns of Dodge&Cox Stock Fund?
The fund has returned 30.03 percent over the past year, 14.26 percent over the past three years, 13.21 percent over the past five years and 15.07 percent over the past decade. Dodge & Cox Stock Fund has an expense ratio of 0.52 percent.