Dodge & Cox Global Stock Fund (DODWX)

$10.79
D Fund
- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Value
Fund BenchmarkU.S. All Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Dodge & Cox Global Stock Fund 13 1.00 -15.11% -5.02% 0.65%
U.S. All Cap - Value 12 0.98 -18.34% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 15.15% 1.90% 13.25%
Year-to-Date -15.11% -18.34% 3.24%
1 Year -6.70% -8.82% 2.12%

Risk, Fees & Styles

(as of 1/31/2020)
RISK PROFILE Help

Fund's Risk

13%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 13% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.65%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$832

Real cost (fees + lost compounding)

$1,028

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
90%

Return in excess of styles
(over past year)
4.16%