A Value Fund With A Two Decade Run Of Outperformance

Value fund

When it comes to equity funds, the Dodge & Cox Stock Fund stands head and shoulders above its peers. As the fund management industry comes under attack for its high fees and poor returns, the Stock Fund stands out as one fund that has achieved a stellar record over many decades and is only charging investors 0.5% per annum for returns.

A Value Fund With A Two Decade Run Of Outperformance

The Stock Fund’s existence began in 1965 (the average tenure of the investment professionals sitting on the Stock Fund’s committee is 23 years) and over the past 20 years, the fund has returned 10% per annum, outperforming the S&P 500 Index by a margin of 2.32% per annum in the...