I have the patience to wait out market changes because I don’t need income from my investments. My
risk appetite is moderate. Due the current economic condition and market volatility, the following
categories would be my choice because they satisfy my investment criteria.
• Growth
• Value
• International
I have picked three mutual funds listed as below:
a)
Fund name: Dodge & Cox Global Stock Fund
Ticker: DODWX
Fund manager: Dodge & Cox Investment Committees
Tenure: since 2008
b)
Category: US Fund Global Large-Stock Value
Size: $9.1 B
Investment Style: Large Value
c)
Loads: None
Fees: 0.620%
minimum investment: $2,500
minimum investment IRA: $1,000
d)
1–year performance : -14.10%
3-year performance: 5.66%
5-year performance: 3.57%
This fund is in the middle third of its category peers with a 5-year annualized total return of 4.97%.
Consider the fund’s 3-year annualized total return of 6.83%, which positions it in the top third for this
time period, if you’re interested in shorter time frames. The standard deviation of the returns should
also be taken into consideration when analyzing a fund’s performance. The standard deviation for
DODWX over the last three years is 24.6%, higher than the category average of 20.35%. The fund’s
standard deviation over the previous five years is 21.22% as opposed to the 17.9% average for the
category. Due to this, the fund has been more volatile than its peers during the last five years.
e) Distribution, S/T and L/T Capital gain contribution
the current NAV of 14.06. The price a year ago is $15.54. The yield is 1.78%
g)
the fund offers automatic reinvestment plans. It is not clear if the fund offers phone switching, but it
does offer online switching between fund families.
h)
The Fund provides investors with a carefully curated, actively managed core global equity fund that
