Dodge Cox Financials
| DODWX Fund | USD 16.32 0.07 0.43% |
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 Cox Fund Summary
Dodge Cox competes with Franklin Mutual, T Rowe, HUMANA, Barloworld, and Morningstar Unconstrained. 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.Specialization | World Large-Stock Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US2562062024 |
| Business Address | Dodge Cox Funds |
| Mutual Fund Family | Dodge & Cox |
| Mutual Fund Category | World Large-Stock Value |
| 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 Cox's current stock value. Our valuation model uses many indicators to compare Dodge Cox value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dodge Cox competition to find correlations between indicators driving Dodge Cox's intrinsic value. More Info.Dodge Global Stock is rated # 3 fund in price to earning among similar funds. It is rated # 2 fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dodge Global Stock is roughly 10.33 . 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 Cox's earnings, one of the primary drivers of an investment's value.Dodge Global Stock Systematic Risk
Dodge Cox's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dodge Cox 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Dodge Global Stock correlated with the market. If Beta is less than 0 Dodge Cox generally moves in the opposite direction as compared to the market. If Dodge Cox Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dodge Global Stock is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dodge Cox is generally in the same direction as the market. If Beta > 1 Dodge Cox moves generally in the same direction as, but more than the movement of the benchmark.
Dodge Cox Thematic Clasifications
Dodge Global Stock is part of World Allocation Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in large global markets. Funds or Etfs investing in stocks, bonds, and cash of domestic markets as well as in markets of Canada, Japan, and Europe
This theme covers Funds investing in large global markets. Funds or Etfs investing in stocks, bonds, and cash of domestic markets as well as in markets of Canada, Japan, and Europe. Get More Thematic Ideas
Dodge Global Stock is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of World Large-Stock Value category is currently estimated at about 82.4 Billion. Dodge Cox retains roughly 10.59 Billion in net asset claiming about 13% of World Large-Stock Value category.| World Allocation Funds | View |
Dodge Cox November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dodge Cox help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dodge Global Stock. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dodge Global Stock 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 Cox's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7123 | |||
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 3.17 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 1.08 |
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.
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