Dodge Global Stock Fund Quote
| DODWX Fund | USD 16.49 0.05 0.30% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Dodge Cox is trading at 16.49 as of the 28th of November 2024; that is 0.30 percent increase since the beginning of the trading day. The fund's open price was 16.44. Dodge Cox has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Dodge Global Stock are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 40 percent of its total assets in securities of non-U.S. companies and at least 80 percent 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.. More on Dodge Global Stock
Moving together with Dodge Mutual Fund
Dodge Mutual Fund Highlights
| Thematic Idea | World Allocation Funds (View all Themes) |
| Fund Concentration | Dodge & Cox Funds, Large Value Funds, World Large-Stock Value Funds, World Allocation Funds, World Large-Stock Value, Dodge & Cox, Large Value, World Large-Stock Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 6th of June 2023 |
| Fiscal Year End | December |
Dodge Global Stock [DODWX] is traded in USA and was established 28th of November 2024. Dodge Cox is listed under Dodge & Cox category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Dodge & Cox family. The entity is thematically classified as World Allocation Funds. This fund currently has accumulated 10.59 B in assets under management (AUM) with minimum initial investment of 2.5 K. Dodge Global Stock is currently producing year-to-date (YTD) return of 10.66% with the current yeild of 0.01%, while the total return for the last 3 years was 7.78%.
Check Dodge Cox Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dodge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dodge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dodge Global Stock Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dodge Global Stock Mutual Fund Constituents
| GS | Goldman Sachs Group | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| ROG | Rogers | Stock | Information Technology | |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General | |
| NOVN | Novan Inc | Stock | Health Care | |
| JCI | Johnson Controls International | Stock | Industrials | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services |
Dodge Global Stock Risk Profiles
| Mean Deviation | 0.5225 | |||
| Standard Deviation | 0.6697 | |||
| Variance | 0.4485 | |||
| Risk Adjusted Performance | (0) |
Dodge Cox Against Markets
Other Information on Investing in Dodge Mutual Fund
Dodge Cox financial ratios help investors to determine whether Dodge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dodge with respect to the benefits of owning Dodge Cox security.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |