In August 2015, the Dodge and Cox Stock Fund was the best performer for no-load mutual funds, as indicated by Kiplinger's. In 2012, the Dodge and Cox Balanced Fund produced a higher yield than Barclays U.S. Aggregate Bond Index, as reported in the Milwaukee Journal Sentinel.Continue Reading
The Dodge and Cox stock fund receives top ratings, states Kiplinger's. Compared to other low cost funds that charge 0.75 percent or less in annual fees, the stock fund is a top performer. Based on risk-adjusted returns, corporate culture and frequency of trading, the stock fund ranks in the top 2 percent. Annual expenses are 0.52 percent compared with 1.25 percent for the average diversified U.S. stock fund.
The fund ranks at 16 out of 370 top large value funds reviewed by U.S. News and World Report. In 2012 and 2013, the fund outpaced the S&P 500 Index. In 2015, the fund returned 6.7 percent and over the previous three years returned 20.13 percent.
Morningstar views all Dodge and Cox mutual funds as long-term holdings, reports the Milwaukee Journal Sentinel. The funds invest in companies with good management, competitive advantages and growth potential. In 2012, the balanced fund was in the top percentile for Morningstar's moderate allocation category with an 18.3 percent return.Learn more about Investing