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Dodge & Cox Is a Model Fund Family

Recent changes at Dodge & Cox serve to underscore continuity of management at the firm.

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Morningstar recently issued a new Stewardship Grade for Dodge & Cox. The firm's overall grade--which considers corporate culture, fund board quality, fund manager incentives, fees, and regulatory history--is an A. What follows is Morningstar's analysis of the firm's corporate culture, for which Dodge & Cox receives an A. This text, as well as analytical text on the other four Stewardship Grade criteria, is available to subscribers of Morningstar's software for advisors and institutions: Morningstar Principia®, Morningstar Advisor Workstation(SM), Morningstar Office(SM), and Morningstar Direct(SM).

In May 2013, Dana Emery was named CEO and president, and Charles Pohl became chairman. The two had been co-presidents since 2011, and they have spent their careers at the firm. (Emery joined in 1983 and Pohl in 1984.) Emery continues to serve as director of fixed income, and Pohl remains the firm's chief investment officer. Chairman emeritus Kenneth Olivier, who was named CEO in 2010 and chairman in 2011, remains chairman of the funds' board of trustees. Meanwhile, former chairman John Gunn remains a member of three of Dodge & Cox's four investment policy committees.

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Laura Lallos does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.