Dodge and Cox is one of the few fund houses that believes in running only a small number of funds (in this case a grand total of 4), but making sure that each one is a long term winner.
Currently the 4 funds are "group managed" and EACH one has a 5 start Morningstar rating. Check out these funds at Morningstar - stellar record - lower than average expenses and very reliable management.
The tickers are:
DODGX - Dodge and Cox Stock fund
DODBX - Dodge and Cox Balanced Fund
DODIX - Dodge and Cox Income fund
DODFX - Dodge and Cox Foreign Fund
2 of these funds (DODGX and DODBX) are already closed to new investors due to asset bloat (but still available thru 401K plans that offer them).
I have been personally invested in DODFX for the last 4 years or so. Great long term record, but it has trailed the foreign indices by a small bit this year (maybe due of asset bloat or because it has a value twist) - no complaints tho - I'm sure it'll return to its good old ways of consistently beating the indices soon.
If you're on the lookout for a diversified International Stock fund, hurry before they close DODFX too!
Monday, October 8, 2007
Dodge and Cox Fund family - 4 funds, all 5 stars
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment