Dodge & Cox Stock
555 California St 40 Th Floor San Francisco CA 94104
Map
Phone: 800-621-3979
| Category: | Large Value | | Fund Family: | Dodge & Cox | | Net Assets: | 52.99B | | Year-to-Date Return: | -14.50% | | Yield: | 1.63% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Jan-65 |
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John A. Gunn
Lead Manager since
01-Jan-77 | | | Gunn is president and chief investment officer with Dodge & Cox, his employer since 1972. Gunn holds the Chartered Financial Analyst designation and he is a Chartered Investment Counselor. He is a former member of the board of governors of the Association for Investment Management & Research. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of principal and income; current income is a secondary consideration. The fund invests primarily in a broadly diversified portfolio of common stocks. In selecting investments, it invests in companies that appear to be temporarily undervalued by the stock market but have a favorable outlook for long-term growth. The fund invests primarily in medium-to-large well established companies based on standards of the applicable market. |
| Last Dividend
(26-Jun-08):
| 0.53 | | Last Cap Gain
(27-Mar-08):
| 4.13 | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 59.99% |
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| Expense | DODGX | Category
Avg | | Total Expense Ratio: | 0.52%
| 1.27% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$167 | $588 | | 5 Yr Expense Projection*: |
$291 | $902 | | 10 Yr Expense Projection*: |
$653 | $1,772 |
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1.49% Nasdaq 
0.27%
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