Latest news with #DodgeAndCox
Yahoo
a day ago
- Business
- Yahoo
3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide. The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals. Let's learn about some of Zacks' highest ranked mutual funds with low fees you may want to consider. Dodge & Cox Balanced Fund I (DODBX) has a 0.52% expense ratio and 0.5% management fee. DODBX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash, and sometimes even precious metals and commodities; they are mostly categorized by their respective asset allocation. With yearly returns of 11.94% over the last five years, this fund clearly wins. Fidelity Advisor Energy Fund A (FANAX) is a stand out amongst its peers. FANAX is a Sector - Energy fund, which are comprised of various changing and hugely important industries throughout the massive global energy sector. With five-year annualized performance of 23.48%, expense ratio of 0.98% and management fee of 0.71%, this diversified fund is an attractive buy with a strong history of performance. T. Rowe Price Science & Technology Adviser (PASTX): 1.06% expense ratio and 0.63% management fee. With a much more diversified approach, PASTX--part of the Sector - Tech mutual fund category--gives investors a way to own a stake in the notoriously risky tech sector. With a five-year annual return of 15.1%, this fund is a well-diversified fund with a long track record of success. There you have it. If your financial advisor had you put your money into any of our top-ranked funds, then they've got you covered. If not, you may need to talk. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (DODBX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
22-07-2025
- Business
- Yahoo
Dodge and Cox Increased its Holdings in UnitedHealth Group Incorporated (UNH) Amid Current Challenges
Dodge & Cox Fund, an investment management company, released its 'Dodge and Cox Stock Fund' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The Stock Fund — Class I – returned 3.82% and Class X returned 3.85% in the second quarter vs the S&P 500 Index's 10.9% return and the Russell 1000 Value Index's 3.79% return. In the second quarter, geopolitical uncertainty and rapidly changing economic proposals led to increased volatility in the US markets. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Dodge and Cox Stock Fund highlighted stocks such as UnitedHealth Group Incorporated (NYSE:UNH). UnitedHealth Group Incorporated (NYSE:UNH) is a diversified healthcare company that operates through UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx segments. The one-month return of UnitedHealth Group Incorporated (NYSE:UNH) was -6.17%, and its shares lost 49.49% of their value over the last 52 weeks. On July 21, 2025, UnitedHealth Group Incorporated (NYSE:UNH) stock closed at $282.14 per share, with a market capitalization of $255.94 billion. Dodge and Cox Stock Fund stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its second quarter 2025 investor letter: "In the second quarter, we continued to add to holdings in the Health Care sector and trim select holdings in Financials, consistent with actions begun in early 2024. We increased the Fund's position in UnitedHealth Group Incorporated (NYSE:UNH), the largest U.S. health insurer, after the company's valuation reached an 11-year low due to disappointing earnings, continued regulatory concerns, and management changes.3 Its Medicare Advantage (MA) business has been especially weak, mirroring trends at the other largest MA participants (Humana and CVS, companies the Fund also owns). Despite the current challenges, we believe UnitedHealth has a strong position across its major markets and MA profitability is likely to recover. We are also optimistic that UnitedHealth's returning CEO Stephen Hemsley (who came out of retirement in May) can help improve operational efficiency and margins." A senior healthcare professional giving advice to a patient in a clinic. UnitedHealth Group Incorporated (NYSE:UNH) is in 18th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 139 hedge fund portfolios held UnitedHealth Group Incorporated (NYSE:UNH) at the end of the first quarter, which was 150 in the previous quarter. While we acknowledge the potential of UnitedHealth Group Incorporated (NYSE:UNH) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered UnitedHealth Group Incorporated (NYSE:UNH) and shared the list of most undervalued healthcare stocks to buy according to analysts. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
