Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Dodge & Cox Mutual Funds
View all of Dodge & Cox’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Dodge & Cox Funds List
Share Class Type
1 to 13 of 13 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Dodge & Cox Global Bond I | DODLX | Global Bond | −0.14% | 24 | 0.450% | Below Average | No Load | $2,500 | ||
| Dodge & Cox Global Bond X | DOXLX | Global Bond | −0.22% | 22 | 0.370% | Low | No Load | $2,500 | ||
| Dodge & Cox Income I | DODIX | Intermediate Core-Plus Bond | −0.88% | 35 | 0.410% | Below Average | No Load | $2,500 | ||
| Dodge & Cox Income X | DOXIX | Intermediate Core-Plus Bond | −0.31% | 37 | 0.330% | Low | No Load | $2,500 | ||
| Dodge & Cox Balanced I | DODBX | Moderate Allocation | 5.56% | 54 | 0.520% | Below Average | No Load | $2,500 | ||
| Dodge & Cox Balanced X | DOXBX | Moderate Allocation | 5.45% | 53 | 0.420% | Low | No Load | $2,500 | ||
| Dodge & Cox Global Stock I | DODWX | Global Large-Stock Value | 8.91% | 39 | 0.620% | Low | No Load | $2,500 | ||
| Dodge & Cox Global Stock X | DOXWX | Global Large-Stock Value | 8.98% | 36 | 0.520% | Low | No Load | $2,500 | ||
| Dodge & Cox Stock I | DODGX | Large Value | 8.79% | 52 | 0.510% | Below Average | Institutional | $2,500 | ||
| Dodge & Cox Stock X | DOXGX | Large Value | 8.53% | 47 | 0.410% | Low | No Load | $2,500 | ||
| Dodge & Cox International Stock I | DODFX | Foreign Large Value | 8.75% | 39 | 0.620% | Below Average | No Load | $2,500 | ||
| Dodge & Cox International Stock X | DOXFX | Foreign Large Value | 8.79% | 36 | 0.520% | Below Average | No Load | $2,500 | ||
| Dodge & Cox Emerging Markets Stock | DODEX | Diversified Emerging Mkts | — | 10.67% | 13 | 0.700% | Low | No Load | $2,500 |
Dodge & Cox Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank