Dodge & Cox Top Fund Rating Held

Investment committees and research team changes at Dodge & Cox Worldwide; US Stock and Worldwide Global Stock funds’ Morningstar Analyst Ratings of Gold unchanged

Fatima Khizou 22 January, 2019 | 2:15PM

fund manager exit Dodge and Cox rating unchanged

Dodge & Cox Worldwide announced changes to its investment committees and global research team last week. Morningstar fund analysts view these changes as standard practice; they support the firm’s long-standing approach to succession planning and do not affect the Dodge & Cox Worldwide US Stock and Dodge & Cox Worldwide Global Stock funds’ Morningstar Analyst Ratings of Gold.

In our view, the firm continues to boast one of the deepest, experienced and consistent management teams in the U.S. equity space and therefore fundholders remain in good hands. Changes to the U.S. Equity Investment committee and global research team are explained below.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Dodge & Cox Worldwide Global Stk USD Acc16.72 USD3.79

About Author

Fatima Khizou  is an Investment Research Analyst for Morningstar

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