Morningstar

Dodge & Cox Global Stock X DOXWX

Morningstar Medalist Rating
Medalist Rating as of | See Dodge & Cox Investment Hub
  • NAV / 1-Day Return 16.94  /  −0.59 %
  • Total Assets 11.7 Bil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.520%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.54%
  • Turnover 20%

USD | NAV as of Sep 30, 2024 | 1-Day Return as of Sep 30, 2024, 10:15 PM GMT+0

Morningstar’s Analysis DOXWX

Will DOXWX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DOXWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DOXWX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DOXWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Built upon a strong foundation.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Dodge & Cox Global Stock and its closely related UCITS version, Dodge & Cox Worldwide Global Stock, draw upon the best that Dodge & Cox has to offer—and that’s quite a lot. The strategy earns High People and Process ratings.

by Tony Thomas
Rated on Published on

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Portfolio Holdings DOXWX

More DOXWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
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