Morningstar

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 Mutual Funds List

1 to 13 of 13 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Dodge & Cox Global Bond Fund Class XDOXLXGlobal Bond
−0.06%220.370%LowNo Load$2,500
Dodge & Cox Global Bond Fund Class IDODLXGlobal Bond
−0.13%260.450%Below AverageNo Load$2,500
Dodge & Cox Income Fund Class XDOXIXIntermediate Core-Plus Bond
−1.33%700.330%Below AverageNo Load$2,500
Dodge & Cox Income Fund Class IDODIXIntermediate Core-Plus Bond
−1.41%750.410%Below AverageNo Load$2,500
Dodge & Cox Emerging Markets Stock FundDODEXDiversified Emerging Mkts
14.93%500.700%LowNo Load$2,500
Dodge & Cox International Stock Fund Class IDODFXForeign Large Value
8.63%840.610%Below AverageNo Load$2,500
Dodge & Cox Global Stock Fund Class IDODWXGlobal Large-Stock Value
10.25%820.620%LowNo Load$2,500
Dodge & Cox Stock Fund Class IDODGXLarge Value
9.85%900.510%Below AverageInstitutional$2,500
Dodge & Cox Balanced Fund Class IDODBXModerate Allocation
4.94%810.520%Below AverageNo Load$2,500
Dodge & Cox Balanced Fund Class XDOXBXModerate Allocation
5.04%800.420%LowNo Load$2,500
Dodge & Cox Stock Fund Class XDOXGXLarge Value
9.94%900.410%Below AverageNo Load$2,500
Dodge & Cox International Stock Fund Class XDOXFXForeign Large Value
8.69%830.510%Below AverageNo Load$2,500
Dodge & Cox Global Stock Fund Class XDOXWXGlobal Large-Stock Value
10.37%790.520%LowNo 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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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