DODGX Mutual Fund
DODGX Mutual Fund
NAV$18.34
AUM$79.3B
TER0.51%
Holdings91
DODGX Mutual Fund
NAV$18.34
Dodge & Cox Stock Fund
AUM$79.3B
TER0.51%
Holdings91
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.