Dodge & Cox Stock Fund
Shareclass
Dodge & Cox Stock I (DODGX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 400 out of 1,459 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Dodge & Cox Stock Fund DODGX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. International Flavors & Fragrances Inc1.02% of assets$1.2B invested
- 2. Sanofi SA ADR2.28% of assets$2.66B invested
- 3. GSK PLC ADR1.92% of assets$2.24B invested
- 4. Haleon PLC ADR1.01% of assets$1.18B invested
- 5. Bank of America Corp0.5% of assets$589.46M invested
- 6. Novartis AG ADR0.84% of assets$985.36M invested
- 7. Wells Fargo & Co2.53% of assets$2.96B invested
- 8. VF Corp0.27% of assets$321.65M invested
- 9. Bristol-Myers Squibb Co0.24% of assets$280.32M invested
- 10. The Goldman Sachs Group Inc1.47% of assets$1.72B invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. EchoStar Corp Class A0.22% of assets$257.65M invested
- 2. Microchip Technology Inc0.25% of assets$297.48M invested
- 3. Charter Communications Inc Class A2.6% of assets$3.05B invested
- 4. Teledyne Technologies Inc0.5% of assets$580.81M invested
- 5. Celanese Corp Class A0.48% of assets$560.37M invested
- 6. Gaming and Leisure Properties Inc0.4% of assets$473.41M invested
- 7. Charles Schwab Corp4.51% of assets$5.29B invested
- 8. Norfolk Southern Corp1.56% of assets$1.82B invested
- 9. Anheuser-Busch InBev SA/NV ADR1.7% of assets$1.98B invested
- 10. Cognizant Technology Solutions Corp Class A0.85% of assets$991.21M invested
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Financial performance
Performance data provided by
Find more financial data on DODGX at Morningstar.com
Find more financial data on DODGX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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