The fund invests in a diversified portfolio of bonds and other debt securities. The fund will invest at least 80% of its total assets in (1) investment-grade debt securities and (2) cash equivalents. "Investment grade" means securities rated Baa3 or higher by Moody's Investors Service, or BBB- or higher by Standard & Poor's Ratings Group or Fitch Ratings, or equivalently rated by any nationally recognized statistical rating organization, or, if unrated, deemed to be of similar quality by Dodge & Cox.
Dodge & Cox funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $1,000.
Visit Dodge & Cox's website to open an account and purchase DODIX.
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Dodge & Cox Income Fund
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Note: This calculator uses simplified assumptions based on DODIX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Dodge & Cox Income Fund
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Pre-filled with DODIX's historical average return
Important: This projection uses simplified assumptions based on DODIX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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DODIX is the ticker symbol for Dodge & Cox Income Fund, a Intermediate Core Bond mutual fund managed by Dodge & Cox. The fund invests in a diversified portfolio of bonds and other debt securities. The fund will invest at least 80% of its total assets in (1) investment-grade debt securities and (2) cash equivalents. "Investment grade" means securities rated Baa3 or higher by Moody's Investors Service, or BBB- or higher by Standard & Poor's Ratings Group or Fitch Ratings, or equivalently rated by any nationally recognized statistical rating organization, or, if unrated, deemed to be of similar quality by Dodge & Cox.
DODIX has an expense ratio of 0.00% per year. On a $10,000 investment, that amounts to roughly $0 annually in fund fees. This is considered a very low-cost fund.
DODIX has posted a 1-year return of +6.23%, 3-year return of +5.22%, 5-year return of +1.56%, 10-year return of +44.17%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
DODIX requires a minimum initial investment of $1,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether DODIX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.00% expense ratio, Intermediate Core Bond category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.