Dodge Stock Fund Quote
| DODGX Fund | USD 247.35 0.73 0.30% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Dodge Stock is trading at 247.35 as of the 19th of April 2024; that is 0.30% increase since the beginning of the trading day. The fund's open price was 246.62. Dodge Stock has about a 20 % 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. Equity ratings for Dodge Stock Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. 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
| 0.95 | DODFX | Dodge International Stock | PairCorr |
| 0.89 | DODEX | Dodge Cox Emerging | PairCorr |
| 0.96 | DOXGX | Dodge Cox Stock | PairCorr |
| 0.98 | DOXWX | Dodge Cox Global | PairCorr |
| 0.97 | VVIAX | Vanguard Value Index | PairCorr |
Dodge 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. Dodge Stock's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dodge Stock or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Dodge & Cox Funds, Large Value Funds, Large Value, Dodge & Cox, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 6th of June 2023 |
| Fiscal Year End | December |
Dodge Stock Fund [DODGX] is traded in USA and was established 19th of April 2024. 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 4.96% with the current yeild of 0.01%, while the total return for the last 3 years was 8.36%.
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 |
Dodge Stock Target Price Odds Analysis
Based on a normal probability distribution, the odds of Dodge Stock jumping above the current price in 90 days from now is about 42.52%. The Dodge Stock Fund probability density function shows the probability of Dodge Stock mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Dodge Stock has a beta of 0.9281 suggesting Dodge Stock Fund market returns are sensitive to returns on the market. As the market goes up or down, Dodge Stock is expected to follow. Additionally, dodge Stock Fund has an alpha of 0.0059, implying that it can generate a 0.005891 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Dodge Stock to move above the current price in 90 days from now is about 42.52 (This Dodge Stock Fund probability density function shows the probability of Dodge Mutual Fund to fall within a particular range of prices over 90 days) .
Dodge Stock Top Holders
| SWNRX | Schwab Target 2050 | Mutual Fund | Target-Date 2050 |
| SWQRX | Schwab Target 2065 | Mutual Fund | Target-Date 2060+ |
| 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 |
Dodge Stock Fund Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dodge Stock market risk premium is the additional return an investor will receive from holding Dodge Stock 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 Stock. 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 Stock's alpha and beta are two of the key measurements used to evaluate Dodge Stock's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5099 | |||
| Semi Deviation | 0.7761 | |||
| Standard Deviation | 0.7539 | |||
| Variance | 0.5684 |
Dodge Stock Against Markets
Picking the right benchmark for Dodge Stock 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 Stock 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 Stock is critical whether you are bullish or bearish towards Dodge Stock Fund at a given time. Please also check how Dodge Stock's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Dodge Stock without increasing your portfolio risk or giving up the 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?
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How to buy Dodge Mutual Fund?
Before investing in Dodge Stock, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Dodge Stock. To buy Dodge Stock fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Dodge Stock. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Dodge Stock fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Dodge Stock Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Dodge Stock Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Dodge Stock Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Dodge Stock Fund?
The danger of trading Dodge Stock Fund 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 Stock 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 Stock. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dodge Stock Fund 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.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dodge Stock Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Dodge Stock Fund information on this page should be used as a complementary analysis to other Dodge Stock'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 the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.