Menu Close

Is Dodgx a good investment?

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.

What category is Dodgx?

large-value category
About DODGX 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.

Is Dodge and Cox Stock good?

Is Dodge & Cox a Good Investment? Dodge & Cox mutual funds tend to be highly-rated, with well-respected professional portfolio managers and world-class research. Their funds have often outperformed both peers and benchmarks.

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 is Harbor Capital Appreciation fund?

The Fund seeks long-term growth of capital through investment in equity securities of larger established companies with above-average prospects for growth.

What kind of fund is Dodge and Cox Income?

Dodge & Cox Income Fund seeks a high and stable rate of current income, consistent with long-term preservation of capital. A secondary focus is to take advantage of opportunities to realize capital appreciation.

What kind of fund is Dodge and Cox Stock?

core equity mutual fund
The Fund offers investors a highly selective, actively managed core equity mutual fund that invests in businesses based on our analysis of long-term fundamentals relative to current valuations.

What is Dodgx invested in?

It will invest at least 80% of its total assets in equity securities, including common stocks, depositary receipts evidencing ownership of common stocks, certain preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks. The fund may inves …

Who owns Dodge & Cox?

Dodge & Cox is an independent organization with one office in San Francisco. Ownership is limited to the active employees of the firm. Our independence as a firm allows us to make decisions that are in the long-term best interest of our clients. As of March 31, 2008, there are 58 shareholders and 181 employees.

Is Harbor Capital Appreciation a good fund?

Overall, Harbor Capital Appreciation Institutional ( HACAX ) has a low Zacks Mutual Fund rank, strong performance, average downside risk, and lower fees compared to its peers.

What stocks are in Harbor Capital Appreciation fund?

Top 25 Holdings

Company Symbol Total Net Assets Inc. AMZN 7.22%
Apple Inc. AAPL 6.83%
Microsoft Corp. MSFT 5.71%
NVIDIA Corp. NVDA 4.44%

What companies are in Dodge and Cox stock fund?

The fund’s largest holdings include Bank of America, Wells Fargo and Capital One Financial.

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%

Is Vbtix a good fund?

The fund has returned -8.32 percent over the past year, -0.04 percent over the past three years, 1.17 percent over the past five years and 1.66 percent over the past decade. The fund was launched in December 1986.

What does Dodge & Cox do?

Your Dodge & Cox Funds Account Undistracted by short-term product trends, advertising, or sales targets, we work as one global investment team. Our Investment Committees build conviction for our investments by pressure-testing our thinking collectively and making every decision together.

How many people work for Dodge and Cox?

750 employees
Dodge & Cox is a medium finance company with 750 employees and an annual revenue of $268.2M that is headquartered in San Francisco, CA.

What is Fidelity Contrafund pool?

Fidelity® Contrafund® Commingled Pool is an opportunistic, diversified equity strategy with a large-cap growth bias. • Philosophically, we believe stock prices follow companies’ earnings, and those companies that can deliver durable multiyear earnings growth provide attractive investment opportunities.

Does Dodgx pay a dividend?

DODGX Dividend Yield: 1.41% for July 15, 2022.

What is Dodge & Cox Income fund?

What kind of company is Dodge and Cox?

independently owned investment firms
From our roots in San Francisco, Dodge & Cox has become one of the largest independently owned investment firms in the world. We manage money for individuals and institutions globally with a single investment philosophy applied across a focused set of offerings.

Posted in Blog