The Dodge & Cox Stock Fund (MUTF:DODGX) has long been a mainstay on several "top mutual fund" lists. It has spent several years on Money Magazine's Money 50 Funds lists and also appears on Morningstar's Fantastic 45 list. Its focus on large caps that appear to be temporarily undervalued while offering favorable long-term growth potential has produced returns that have beaten the S&P 500 by nearly two percentage points a year over the past 20 years.
But the near term hasn't been quite the same story. The fund has trailed the S&P 500 by 2.3% annually over the past 10 years and 3.4% a year over the last three. For the one-year period for July 1, 2015 through June 30, 2016, the fund has lagged the S&P 500 by more than 9%.
Click the button below to read the rest of this original article on Seeking Alpha.
We cover ETFs across all sectors, regions and markets. We analyze the portfolios themselves as well as the macro environments that affect them.
Mutual Fund Research
We do mutual fund research too! Although not covered quite as in-depth as the ETF world, we've still profiled many of the big names!
Everything from retirement planning to 401(k) investing to options trading strategies and everything in between!
Got a question? A comment? A fund you want to see profiled? Let us know!