Dodge Income Financials
| DODIX Fund | USD 12.62 0.03 0.24% |
Dodge |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Dodge Income Fund Summary
Dodge Income competes with Dodge Cox, Dodge Cox, Dodge Cox, and Loomis Sayles. The fund invests in a diversified portfolio of bonds and other debt securities. The fund will invest at least 80 percent of its total assets in investment-grade debt securities and cash equivalents. Investment grade means securities rated Baa3 or higher by Moodys Investors Service, or BBB- or higher by Standard Poors Ratings Group or Fitch Ratings, or equivalently rated by any nationally recognized statistical rating organization, or, if unrated, deemed to be of similar quality by Dodge Cox.Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US2562101053 |
| Business Address | Dodge Cox Funds |
| Mutual Fund Family | Dodge & Cox |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 621 3979 |
| Currency | USD - US Dollar |
Dodge Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dodge Income's current stock value. Our valuation model uses many indicators to compare Dodge Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dodge Income competition to find correlations between indicators driving Dodge Income's intrinsic value. More Info.Dodge Income Fund is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 187.33 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dodge Income's earnings, one of the primary drivers of an investment's value.Dodge Income Systematic Risk
Dodge Income's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dodge Income volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Dodge Income correlated with the market. If Beta is less than 0 Dodge Income generally moves in the opposite direction as compared to the market. If Dodge Income Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dodge Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dodge Income is generally in the same direction as the market. If Beta > 1 Dodge Income moves generally in the same direction as, but more than the movement of the benchmark.
Dodge Income July 24, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dodge Income help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dodge Income Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dodge Income Fund based on widely used predictive technical indicators. In general, we focus on analyzing Dodge Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dodge Income's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3401 | |||
| Information Ratio | (0.59) | |||
| Maximum Drawdown | 1.22 | |||
| Value At Risk | (0.48) | |||
| Potential Upside | 0.4874 |
Other Information on Investing in Dodge Mutual Fund
Dodge Income 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 Income security.
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