Dodge Global Stock Fund Quote
| DODWX Fund | USD 15.47 0.04 0.26% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Dodge Global is trading at 15.47 as of the 25th of April 2024; that is -0.26 percent decrease since the beginning of the trading day. The fund's open price was 15.51. Dodge Global has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Dodge Global Stock are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
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.. More on Dodge Global Stock
Moving together with Dodge Mutual Fund
| 0.98 | DODGX | Dodge Stock Fund | PairCorr |
| 0.99 | DODFX | Dodge International Stock | PairCorr |
| 0.91 | DODEX | Dodge Cox Emerging | PairCorr |
| 0.97 | DODBX | Dodge Balanced | 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 Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dodge Global 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, World Large-Stock Value Funds, World Large-Stock Value, Dodge & Cox, Large Value, World Large-Stock Value (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 6th of June 2023 |
| Fiscal Year End | December |
Dodge Global Stock [DODWX] is traded in USA and was established 25th of April 2024. Dodge Global is listed under Dodge & Cox category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Dodge & Cox family. This fund currently has accumulated 10.59 B in assets under management (AUM) with minimum initial investment of 2.5 K. Dodge Global Stock is currently producing year-to-date (YTD) return of 4.29% with the current yeild of 0.02%, while the total return for the last 3 years was 7.42%.
Check Dodge Global 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 Global Stock 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 Global Stock Mutual Fund Constituents
| GS | Goldman Sachs Group | Stock | Financials |
| WFC | Wells Fargo | Stock | Financials |
| SCHW | Charles Schwab Corp | Stock | Financials |
| ROG | Rogers | Stock | Information Technology |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General |
| NOVN | Novan Inc | Stock | Health Care |
| JCI | Johnson Controls International | Stock | Industrials |
Dodge Global Target Price Odds Analysis
Based on a normal probability distribution, the odds of Dodge Global jumping above the current price in 90 days from now is about 19.36%. The Dodge Global Stock probability density function shows the probability of Dodge Global mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Dodge Global has a beta of 0.8609 suggesting Dodge Global Stock market returns are sensitive to returns on the market. As the market goes up or down, Dodge Global is expected to follow. Additionally, dodge Global Stock has an alpha of 0.0113, implying that it can generate a 0.0113 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Dodge Global to move above the current price in 90 days from now is about 19.36 (This Dodge Global Stock probability density function shows the probability of Dodge Mutual Fund to fall within a particular range of prices over 90 days) .
Dodge Global Stock Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dodge Global market risk premium is the additional return an investor will receive from holding Dodge Global 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 Global. 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 Global's alpha and beta are two of the key measurements used to evaluate Dodge Global's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.467 | |||
| Semi Deviation | 0.5755 | |||
| Standard Deviation | 0.6042 | |||
| Variance | 0.3651 |
Dodge Global Against Markets
Picking the right benchmark for Dodge Global 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 Global 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 Global is critical whether you are bullish or bearish towards Dodge Global Stock at a given time. Please also check how Dodge Global'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 Global 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?
Run Risk-Return Analysis Now
Risk-Return AnalysisView associations between returns expected from investment and the risk you assume |
| All Next | Launch Module |
How to buy Dodge Mutual Fund?
Before investing in Dodge Global, 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 Global. To buy Dodge Global fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Dodge Global. 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 Global fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Dodge Global Stock 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 Global Stock 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 Global Stock, 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 Global Stock?
The danger of trading Dodge Global 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 Global 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 Global. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dodge Global 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.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dodge Global Stock. 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 housing. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.