Dodge Stock Fund Quote
| DODGX Fund | USD 265.59 2.78 1.04% |
PerformanceWeak
| Odds Of DistressLow
|
Dodge Stock is trading at 265.59 as of the 17th of June 2025; that is 1.04 percent decrease since the beginning of the trading day. The fund's open price was 268.37. Dodge Stock has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of March 2025 and ending today, the 17th of June 2025. Click here to learn more.
The fund invests primarily in a diversified portfolio of equity securities. It will invest 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 Stock Fund
Moving together with Dodge Mutual Fund
Dodge Mutual Fund Highlights
| Fund Concentration | Dodge & Cox Funds, Large Value Funds, Large Value, Dodge & Cox, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 6th of June 2023 |
| Fiscal Year End | December |
Dodge Stock Fund [DODGX] is traded in USA and was established 17th of June 2025. Dodge Stock is listed under Dodge & Cox category by Fama And French industry classification. The fund is listed under Large Value category and is part of Dodge & Cox family. This fund currently has accumulated 87.02 B in assets under management (AUM) with minimum initial investment of 2.5 K. Dodge Stock Fund is currently producing year-to-date (YTD) return of 3.75% with the current yeild of 0.01%, while the total return for the last 3 years was 9.63%.
Check Dodge Stock 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 Stock Fund 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 Stock Fund Mutual Fund Constituents
| HPE | Hewlett Packard Enterprise | Stock | Information Technology | |
| NVS | Novartis AG ADR | Stock | Health Care | |
| WFC | Wells Fargo | Stock | Financials | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| MET | MetLife | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| JCI | Johnson Controls International | Stock | Industrials |
Dodge Stock Top Holders
| SWQRX | Schwab Target 2065 | Mutual Fund | Target-Date 2065+ | |
| SWNRX | Schwab Target 2050 | Mutual Fund | Target-Date 2050 | |
| SWDRX | Schwab Target 2030 | Mutual Fund | Target-Date 2030 | |
| SWHRX | Schwab Target 2025 | Mutual Fund | Target-Date 2025 | |
| SWIRX | Schwab Target 2035 | Mutual Fund | Target-Date 2035 | |
| SWERX | Schwab Target 2040 | Mutual Fund | Target-Date 2040 | |
| SWBRX | Schwab Target 2010 | Mutual Fund | Target-Date 2000-2010 | |
| SWPRX | Schwab Target 2060 | Mutual Fund | Target-Date 2060+ |
Dodge Stock Fund Risk Profiles
| Mean Deviation | 0.9466 | |||
| Semi Deviation | 1.59 | |||
| Standard Deviation | 1.63 | |||
| Variance | 2.66 |
Dodge Stock Against Markets
Other Information on Investing in Dodge Mutual Fund
Dodge Stock 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 Stock security.
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