Top Performing Dodge & Cox Funds
Dodge & Cox only manages 6 no load mutual funds. This investment firm provides a simple, low-cost way to own a broadly diversified portfolio of stocks and/or fixed-income securities. Dodge & Cox also offers services to individuals, high net worth individuals, corporations, corporate retirement plans, public retirement plans, Taft-Hartley plans, tax exempt institutions, and endowments & foundations.You can find these best Dodge & Cox funds for different sectors such as taxable bond fund, stock fund, international stock, etc. Depend on your risk tolerance; you may pick and choose from this best mutual funds list.
Best Dodge & Cox mutual funds 2015 & 2016 are:
- Dodge & Cox Stock Fund (DODGX) 22.68%
- Dodge & Cox International Stock Fund (DODFX) 14.16%
- Dodge & Cox Balanced Fund (DODBX) 17.51%
- Dodge & Cox Global Stock Fund (DODWX) 18.88%
- Dodge & Cox Income Fund (DODIX) 4.62%
Dodge & Cox Stock Fund
This Dodge & Cox Stock Fund invests most of its assets to purchase common stocks of companies. Total net assets are $60.7 billion. Its expense fee is 0.52%. The current yield is 1.39%. The portfolio turnover rate is 17%.More: Best Mutual Funds 2015
In 2015, the year-to-date return is -1.19% (as of April 2015). This large value mutual fund has returned 18.14% over the past 3 year, and 13.74% over the past 5 year. You can buy this mutual fund with $2,500 funding. Morningstar has ranked this equity fund with 4 star and gold rating.
Top 5 stocks are Hewlett-Packard Co, Wells Fargo & Co, Capital One Financial Corp, Microsoft Corp, and Novartis AG ADR. Top 3 sectors are financial services, technology, and healthcare.
Dodge & Cox Income Fund
This Dodge & Cox Income Fund is ranked with 4 star rating by Morningstar. This not load fund has $42 billion of assets. The current yield is 2.67%. Its expense fee is 0.44%. This intermediate term bond has an effective duration of 4.20 years.More: Best Fidelity Mutual Funds 2015
This top bond fund invests in diversified portfolio of high-quality bonds and other debt securities. The current 3 year annualized return is 4.07%. It has returned 5% over the past 5 year, and 5.47% over the past 10 year.
Other Dodge & Cox Funds:
- Dodge & Cox Global Bond Fund (DODLX)
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