Dodge Mutual Fund Quote

DODGX -  USA Fund  

USD 232.24  9.60  4.31%

Market Performance
0 of 100
Odds Of Distress
Less than 9
Dodge Cox is trading at 232.24 as of the 20th of May 2022; that is 4.31 percent increase since the beginning of the trading day. The fund's open price was 222.64. Dodge Cox has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Dodge Cox Stock are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of February 2022 and ending today, the 20th of May 2022. Click here to learn more.
The investment seeks long-term growth of principal and income a secondary objective is to achieve a reasonable current income. Dodge Cox is traded on NASDAQ Exchange in the United States. More on Dodge Cox Stock

Dodge Cox Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Dodge Cox's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dodge Cox or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Dodge Cox Stock generated a negative expected return over the last 90 days
The fund retains 98.83% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Dodge Cox's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Beta In Three Year1.14
Startdate1st of January 1992
Dodge Cox Stock [DODGX] is traded in USA and was established 20th of May 2022. The fund is listed under Large Value category and is part of Dodge & Cox family. Dodge Cox Stock currently has accumulated 98.7 B in assets under management (AUM) with minimum initial investment of 2.5 K. , while the total return for the last 3 years was 2.85%.
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 Cox , and the less return is expected.

Top Dodge Cox Stock Constituents

Dodge Cox Target Price Odds Analysis

What are Dodge Cox's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Dodge Cox jumping above the current price in 90 days from now is about 79.13%. The Dodge Cox Stock probability density function shows the probability of Dodge Cox mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0534 suggesting Dodge Cox Stock market returns are sensitive to returns on the market. As the market goes up or down, Dodge Cox is expected to follow. Additionally, the company has an alpha of 0.0137, implying that it can generate a 0.0137 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 232.24HorizonTargetOdds Above 232.24
20.64%90 days
Based on a normal probability distribution, the odds of Dodge Cox to move above the current price in 90 days from now is about 79.13 (This Dodge Cox Stock probability density function shows the probability of Dodge Mutual Fund to fall within a particular range of prices over 90 days) .

Dodge Cox Top Holders

Dodge Cox Stock Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dodge Cox market risk premium is the additional return an investor will receive from holding Dodge Cox long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dodge Cox. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Dodge Cox's alpha and beta are two of the key measurements used to evaluate Dodge Cox's performance over the market, the standard measures of volatility play an important role as well.

Dodge Cox Against Markets

Picking the right benchmark for Dodge Cox mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Dodge Cox mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Dodge Cox is critical whether you are bullish or bearish towards Dodge Cox Stock at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Dodge Cox without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Theme Ratings Now


Theme Ratings

Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
All  Next Launch Module

Investing Dodge Cox Stock

You need to understand the risk of investing before taking a position in Dodge Cox. The danger of trading Dodge Cox Stock is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Dodge Cox is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Dodge Cox. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dodge Cox Stock is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Continue to Investing Opportunities. Note that the Dodge Cox Stock information on this page should be used as a complementary analysis to other Dodge Cox's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

Complementary Tools for Dodge Mutual Fund analysis

When running Dodge Cox Stock price analysis, check to measure Dodge Cox's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dodge Cox is operating at the current time. Most of Dodge Cox's value examination focuses on studying past and present price action to predict the probability of Dodge Cox's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Dodge Cox's price. Additionally, you may evaluate how the addition of Dodge Cox to your portfolios can decrease your overall portfolio volatility.
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Stock Screener
Find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Probability Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Please note, there is a significant difference between Dodge Cox's value and its price as these two are different measures arrived at by different means. Investors typically determine Dodge Cox value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dodge Cox's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.