Dodge Stock Market Symbol DODGX Explained

DODGX is a stock market symbol that represents the Dodge & Cox Stock Fund, a type of mutual fund.

This fund is managed by Dodge & Cox, a well-established investment management company with a long history of successful investing.

The fund's primary goal is to provide long-term capital appreciation for its shareholders through a diversified portfolio of stocks.

Investors can buy and sell shares of DODGX through various brokerages, just like any other stock.

Explore further: Medallion Fund Stock

Dodge & Cox Stock I is an actively managed fund with a team of experienced managers. The average tenure of the management team is a significant 12.68 years, with the longest-tenured member joining in 2002.

The fund has a single primary benchmark, the S&P 500 TR USD index, which it tracks with a 100% weighting. This suggests a focus on large-cap U.S. stocks.

The fund's portfolio consists of 83 securities, with the top 10 holdings making up 29.3% of its assets. This concentration of assets in a relatively small number of holdings is a common strategy for actively managed funds.

For another approach, see: Buy Berkshire Hathaway B Shares

The fund meets the SEC's requirements for diversification, and its investment selection and management do not have an ESG focus. This means that the fund's decisions are not influenced by environmental, social, or governance considerations.

Here's a breakdown of the fund's allocation:

The fund's management team has a significant amount of experience, which can be beneficial for investors. However, it's essential to consider the relationship between risk and return, as well as the impact of costs and taxes on your realized returns.

DODGX has an expense ratio of 0.51%, which is 46% lower than its category average, making it a great choice for those looking to minimize fees.

The fund's expense ratio is considered average compared to funds in the Large Value category, earning it an A grade.

Dodge & Cox Stock I has a portfolio turnover rate of 15%, significantly lower than the average of 57% for the Large Value category, which can translate to lower expenses and higher after-tax returns.

Curious to learn more? Check out: Average Stock Market Return

In August 2025, the fund returned 4.1%, earning it a B grade, as the Large Value category had an average return of 3.5%.

High annual expense ratios can reduce your rate of return, and excessive fees can be difficult to overcome, so it's essential to compare fund expense ratios against category averages for a meaningful assessment.

For another approach, see: Financial Ratios Cheat Sheet

The Dodge & Cox Stock I fund has been revised, with a year-to-date return of 10.6%, 0.8 percentage points better than the category.

This translates to a grade of B, indicating a strong performance compared to its peers.

The fund has returned 9.6% over the past year, earning a grade of C, and 15.0% over the past three years, earning an A grade.

Over the past five years, the fund has returned 16.3% per year, also earning an A grade, and over the past 10 years, it has returned 12.5% per year, again earning an A grade.

A different take: Top 10 Most Expensive Stock Shares

Here's a breakdown of the fund's returns over the past 10 years:

The fund's management team has an average tenure of 12.7 years, with the longest-tenured manager having 23.7 years of experience.

The fund has a portfolio turnover of 15%, indicating a relatively stable portfolio.

The fund is classified as a Large-Cap Value fund, with a yield of 1.3% and a dividend distribution frequency of quarterly.

You might enjoy: Bill Ackman Closed End Fund