DODGE & COX INCOME FUND (DODIX)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders5of 5,944

Avg: 68

Uncrowded62th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

31th percentile

3 buying3 selling

+2

New

-1

Closed

+62K

Net shares

Ownership Concentration

Top 5: 100.3%Top 10: 100.4%

FIRST MERCHANTS96.3%

WEST MICHIGAN ADVISORS,2.9%

McIlrath & Eck,0.6%

SSA SWISS ADVISORS AG0.4%

Coston, McIsaac & Partners0.1%

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Institutional Trends (8 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.02%Avg weight: 0.12%Max: 0.56%High conviction (>1%): 0

FIRST MERCHANTS

WEST MICHIGAN ADVISORS,

McIlrath & Eck,

SSA SWISS ADVISORS AG

Coston, McIsaac & Partners

Kohmann Bosshard Financial Services,

Crowding AnalysisModerate

Holders5of 5,944

Avg: 68

Uncrowded62th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

31th percentile

3 buying3 selling

+2

New

-1

Closed

+62K

Net shares

Ownership Concentration

Top 5: 100.3%Top 10: 100.4%

FIRST MERCHANTS96.3%

WEST MICHIGAN ADVISORS,2.9%

McIlrath & Eck,0.6%

SSA SWISS ADVISORS AG0.4%

Coston, McIsaac & Partners0.1%

Crowding AnalysisModerate

Holders5of 5,944

Avg: 68

Uncrowded62th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

31th percentile

3 buying3 selling

+2

New

-1

Closed

+62K

Net shares

Ownership Concentration

Top 5: 100.3%Top 10: 100.4%

FIRST MERCHANTS96.3%

WEST MICHIGAN ADVISORS,2.9%

McIlrath & Eck,0.6%

SSA SWISS ADVISORS AG0.4%

Coston, McIsaac & Partners0.1%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$10,683

DODIX · +7%

$18,666

S&P 500 · +87%

−$7,982

behind the index

Total return (5Y)

+7%

S&P 500

+87%

vs. market

-80%

underperformed

Annualized

1.3%

mkt 13.3%

Volatility

7%

annualized

Beta

0.25

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

DODIXS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

DODIX (solid)S&P 500 (outline)Green = positive year, red = negative. Number = DODIX's return.

Beat the market

1 / 6 yrs

17% win rate

Best year

+8%

2025

Worst year

-11%

2022

Worst drawdown

-14%

recovered in 8 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -14%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

DODGE &amp; COX INCOME FUND (DODIX)

Performance vs. S&P 500

Hover the chart to read any quarter

Annual return vs the market

Cumulative lead over the S&P 500

Drawdown from peak · max -14%

Ownership Map

Buy / Sell Volume by Quarter

Institutional Trends (8 Quarters)

Institutional Holders

Institutional Holders

Ownership Map

Buy / Sell Volume by Quarter

Institutional Trends (8 Quarters)

Performance vs. S&P 500

Hover the chart to read any quarter

Annual return vs the market

Cumulative lead over the S&P 500

Drawdown from peak · max -14%

Ownership Map

Ownership Map

DODGE & COX INCOME FUND (DODIX)