DODGX Mutual Fund
DODGX Mutual Fund
NAV$17.69
AUM$79.3B
TER0.51%
Holdings91
See how much of DODGX you already own
DODGX Mutual Fund
NAV$17.69
Dodge & Cox Stock Fund
AUM$79.3B
TER0.51%
Holdings91
See how much of DODGX you already own
DODGX Mutual Fund Overlap Analysis
DODGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DODGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 91 holdings, DODGX may share significant positions with broad-market funds.
DODGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DODGX tax-loss harvesting finds highly correlated but non-identical funds.