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Dodge And Cox Stock Fund Minimum Investment 1 Things To Expect When Attending Dodge And Cox Stock Fund Minimum Investment

Non US – Equity armamentarium seekers should accede demography a attending at Dodge & Cox International Banal (DODFX). DODFX bears a Zacks Alternate Armamentarium Rank of 1 (Strong Buy), which is based on nine forecasting factors like size, cost, and accomplished performance.

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Objective

DODFX is classified in the Non US – Equity breadth by Zacks, and this articulation is abounding of potential. Non US – Equity funds focus their investments on companies alfresco of the United States, which is an important acumen back all-around alternate funds tend to accumulate a ample allocation of their portfolio based in the United States. Best of these funds will admeasure beyond arising and developed markets, and can generally extend beyond cap levels too.

History of Fund/Manager

DODFX finds itself in the Dodge & Cox family, based out of Boston, MA. Dodge & Cox International Banal debuted in May of 2001. Back then, DODFX has accumulated assets of about $35.10 billion, according to the best afresh accessible information. A aggregation of advance professionals is the fund’s accepted manager.

Performance

Of course, investors attending for able achievement in funds. This armamentarium carries a 5-year annualized absolute acknowledgment of 8.61%, and it sits in the top third amid its class peers. If you’re absorbed in beneath time frames, do not abolish attractive at the fund’s 3-year annualized absolute acknowledgment of -1.37%, which places it in the top third during this time-frame.

When attractive at a fund’s performance, it is additionally important to agenda the accepted aberration of the returns. The lower the accepted deviation, the beneath animation the armamentarium experiences. DODFX’s accepted aberration over the accomplished three years is 23.48% compared to the class boilerplate of 19.85%. The fund’s accepted aberration over the accomplished 5 years is 19.54% compared to the class boilerplate of 16.64%. This makes the armamentarium added airy than its aeon over the accomplished half-decade.

Risk Factors

Investors should not balloon about beta, an important way to admeasurement a alternate fund’s accident compared to the bazaar as a whole. DODFX has a 5-year beta of 1.08, which agency it is acceptable to be added airy than the bazaar average. Because alpha represents a portfolio’s achievement on a risk-adjusted base about to a benchmark, which is the S&P 500 in this case, one should pay absorption to this metric as well. Over the accomplished 5 years, the armamentarium has a abrogating alpha of -7.02. This agency that managers in this portfolio acquisition it difficult to aces balance that accomplish better-than-benchmark returns.

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Expenses

As antagonism heats up in the alternate armamentarium market, costs become added important. Compared to its contrarily identical counterpart, a bargain artefact will be an outperformer, all added things actuality equal. Thus, demography a afterpiece attending at cost-related metrics is basic for investors. In agreement of fees, DODFX is a no amount fund. It has an amount arrangement of 0.63% compared to the class boilerplate of 1.19%. Attractive at the armamentarium from a amount perspective, DODFX is absolutely cheaper than its peers.

This armamentarium requires a minimum antecedent advance of $2,500, and anniversary consecutive advance should be at atomic $100.

Bottom Line

Overall, Dodge & Cox International Banal ( DODFX ) has a aerial Zacks Alternate Armamentarium rank, and in affiliation with its analogously able performance, boilerplate downside risk, and lower fees, Dodge & Cox International Banal ( DODFX ) looks like a acceptable abeyant best for investors appropriate now.

Don’t stop actuality for your analysis on Non US – Equity funds. We additionally accept affluence added on our armpit in adjustment to advice you acquisition the best accessible armamentarium for your portfolio. Accomplish abiding to analysis out www.zacks.com/funds/mutual-funds for added advice about the apple of funds, and feel chargeless to analyze DODFX to its aeon as able-bodied for added information. If you appetite to analysis out our banal letters as well, accomplish abiding to go to Zacks.com to see all of the abundant accoutrement we accept to offer, including our time-tested Zacks Rank.

Want the latest recommendations from Zacks Advance Research? Today, you can download 7 Best Stocks for the Next 30 Days. Bang to get this chargeless report To apprehend this commodity on Zacks.com bang here. Zacks Advance Research

Dodge And Cox Stock Fund Minimum Investment 1 Things To Expect When Attending Dodge And Cox Stock Fund Minimum Investment – dodge and cox stock fund minimum investment
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