DODGX – Dodge & Cox Stock I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of principal and income; a secondary objective is to achieve a reasonable current income. The fund invests primarily in a diversified portfolio of equity securities. It will invest at least 80% of its total assets in equity securities, including common stocks, depositary receipts evidencing ownership of common stocks, certain preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks. The fund may invest up to 20% of its total assets in securities of non-U.S. issuers that are not in the S&P 500 Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DOXGX	Dodge & Cox Stock Fund Class X	No Load	Open			May 2, 2022	$53.87B	0.410%	Below Average	$2,500	−$3.92B
DODGX	Dodge & Cox Stock Fund Class I	Institutional	Open			Jan 4, 1965	$69.47B	0.510%	Below Average	$2,500	−$9.63B

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