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DODGX

Dodge & Cox Funds - Dodge & Cox Stock Fund
1W: +0.5% 1M: +4.2% 3M: +4.2% YTD: +5.3% 1Y: +2.5% 3Y: +22.9% 5Y: +28.1%
$17.89
+0.31 (+1.76%)
 
Weekly Expected Move ±1.4%
$17 $17 $17 $18 $18
ETF NASDAQ · AUM $6.2B
Key Statistics
AUM$6.2B
Holdings86
Top 10 Wt28.1%
Volume0
Avg Volume0
Beta0.71
Portfolio Fundamentals
P/E19.0
P/B4.7
Div Yield1.70%
ROE25.8%
% Profitable82%
Inception1980-01-02
Sector Allocation
Healthcare 22.8%
Financial Services 17.9%
Industrials 15.6%
Technology 14.0%
Communication Services 9.0%
Energy 5.1%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 The Charles Schwab Corp. 0L3I.L 4.21% $4.8B 51,357,235
2 RTX Corp. 5UR.DE 4.06% $4.7B 24,122,000
3 Johnson Controls International PLC 0Y7S.L 3.22% $3.7B 28,178,817
4 Occidental Petroleum Corp. OPC.DE 2.87% $3.3B 50,637,640
5 Taiwan Semiconductor Manufacturing Co., Ltd. TSMWF 2.49% $91.3B 50,667,700
6 Microsoft Corp. 0MSD.L 2.47% $2.8B 7,653,900
7 MetLife, Inc. 0K0X.L 2.32% $2.7B 37,597,542
8 Gilead Sciences, Inc. GILD.SW 2.20% $2.5B 18,093,312
9 FedEx Corp. FDX.SW 2.16% $2.5B 6,945,911
10 CVS Health Corp. CVS.DE 2.12% $2.4B 33,887,094

Recent Holding Changes

Date Holding Change Details
2026-02-28 IFF New
2026-02-28 CVS New
2026-02-28 SATS New
2026-02-28 CTSH New
2026-02-28 RAL New

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms