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MFWire: Dodge & Cox Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Dodge & Cox
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555 California Street
40th Floor
San Francisco, CA 94104
Google Maps
Contact
Main Phone: 888-936-3435
Web Site:
https://www.dodgeandcox.com/
Mutual Fund Brand(s)
Dodge & Cox Funds
Research Links
SEC Fund Filings by CIK
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Background:
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Dodge and Cox is the paragon of a classic asset management firm that has transitioned to the 21st retail distribution model.
Dana Emery took over CEO and president of the company in May 2013 from Kenneth Olivier1. Charles Pohl is the current Chairman and CIO. Outgoing Chairman and CEO Kenneth Olivier took the role of Chairman Emeritus at that time.
Founded by Van Duyn Dodge and E. Morris Cox in 1930. The firm is known for its team-focused and value-orientated investment approach.
The firm is steadfast and sticking to investing, and only investing. It has no sales team and no marketers and does not advertise. That tradition is in part a legacy of longtime chairman Harry Hagey who retired in 2006.
From 1931 to 1965 Dodge and Cox’s only 40 Act fund was the Balanced Fund. They launched their second fund—Stock Fund—in 1965. Their third fund came along in 1989, the Income Fund. In 2001, the International Fund was launched and in 2008 the Global Fund.
As of their most recent IAPD filing they has $223 billion in discretionary AUM. 2
1Dodge & Cox Private Client Website
2SEC IAPD Database
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Sponsored Opportunities
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Key People:
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Dana Emery
CEO, President, Director of Fixed Income, Dodge and Cox | Thomas Mistele
Chief Operating Officer, Senior Counsel, Dodge & Cox | Kenneth Olivier
Chairman Emeritus, Dodge & Cox | Charles F. Pohl
Chairman, Chief Investment Officer, Dodge & Cox | Katherine Primas
Chief Compliance Officer, Dodge and Cox Funds | Roberta Kameda
General Counsel, Dodge & Cox |
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Story Archive for Dodge & Cox
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Published On
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Story Headline
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Publication |
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9/26/2019
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Matthews, 361, and JPMAM Win Big In Chi-Town
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MFWire.com
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9/23/2019
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A Focused Fund Firm Wins In August
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MFWire.com
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8/16/2019
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A Subadvised Fund Firm Is Back On Top, Proportionately
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MFWire.com
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7/19/2019
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Blackstone Wins, Proportionately
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MFWire.com
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5/17/2019
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A B-D Retakes the Lead
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MFWire.com
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5/13/2019
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Another Titan Breaks the Flows Duopoly
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MFWire.com
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4/22/2019
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Inflows Per Fund Slip
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MFWire.com
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4/16/2019
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Fidelity and T. Rowe Lead This New Old Awards Race
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MFWire.com
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3/19/2019
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Bogles' Bunch Dominates Both Sides
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MFWire.com
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3/18/2019
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A $100B Family Office Takes the Fund Flows Lead
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MFWire.com
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3/12/2019
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Passive Inflows Drive February Growth
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MFWire.com
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3/8/2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
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MFWire.com
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2/28/2019
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Dodge & Cox Rebounds to the Front
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MFWire.com
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1/31/2019
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Who Gained Market Share In 2018?
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MFWire.com
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1/29/2019
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Bridge Builder Won Proportionately Last Year, But Not In December
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MFWire.com
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1/18/2019
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Only Five Behemoths Netted December Inflows
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MFWire.com
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12/21/2018
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Blackstone Leads as Outflows Per Fund Drop
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MFWire.com
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11/26/2018
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October Outflows Surpassed September Inflows
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MFWire.com
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8/20/2018
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Still On Top, Bridge Builder Slows
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MFWire.com
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7/20/2018
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Pound For Pound, a B-D Dominates Inflows
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MFWire.com
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6/5/2018
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A Roboadvisor Wins April, Proportionately
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MFWire.com
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5/4/2018
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Pound For Pound, a Roboadvisor Won the March Fund Flows Race
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MFWire.com
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2/28/2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
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MFWire.com
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6/29/2017
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The New Fund Fuss - June 29, 2017
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MFWire.com
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4/28/2017
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M* Shares High Hopes For These Nine Managers
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MFWire.com
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3/24/2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
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MFWire.com
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1/25/2017
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Dodge & Cox, Fido, Harris, and T. Rowe Win Big
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MFWire.com
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1/12/2017
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And the 2016 Fund Manager of the Year Nominees Are...
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MFWire.com
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10/19/2016
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Aberdeen and OpFunds Win Big in Chicago
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MFWire.com
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9/16/2016
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Big ETF Shops and Lord Abbett Shined in August
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MFWire.com
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4/14/2016
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DoubleLine, AB, and BlackRock Killed It In March
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MFWire.com
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3/11/2016
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Prepare For ICI's MFIM 2016!
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MFWire.com
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12/16/2015
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M*: Vanguard and iShares Have Dominated This Year
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MFWire.com
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11/24/2015
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The Dodge and Cox Team Bids Adieu to a 31-Year Vet
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MFWire.com
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8/7/2015
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Who Rakes In the Most Flows Per Fund? The Answer Won't Surprise You
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MFWire.com
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6/8/2015
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16 Fund Firms Meet This Fantastic M* Threshold
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MFWire.com
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4/10/2015
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The Stock Funds Have No Heroes
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MFWire.com
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4/1/2015
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Cap Group, Fidelity, and Pimco Break Out the Champagne
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MFWire.com
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3/26/2015
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Will Hodge Wear Sunglasses For M*?
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MFWire.com
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2/9/2015
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Where Are Pimco's 401k Dollars Flowing?
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MFWire.com
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1/21/2015
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Dodge and Cox, JPMAM, Legg Mason, Robeco, and Vanguard Win Big
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MFWire.com
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1/14/2015
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MetWest and Vanguard Had 2014's Hottest Funds
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MFWire.com
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1/5/2015
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Which PMs Will Win? Here's M*'s 2014 Short List
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MFWire.com
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11/20/2014
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Funds From MetWest, Dodge & Cox, BlackRock, DoubleLine and Baird Rake It In
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MFWire.com
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1/6/2014
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Kinnel Dubs 2013's Top 11
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MFWire.com
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12/5/2013
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Fido Slashes FundsNetwork Commissions On All But Five Shop's Funds
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MFWire.com
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12/4/2013
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How Does M* Love Dodge & Cox? Let Me Count the Ways
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MFWire.com
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9/17/2013
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M*'s Russel Kinnel Pens His Fantastic 51 Funds List
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MFWire.com
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8/1/2013
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Rekenthaler: It's All About The Bear
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MFWire.com
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5/2/2013
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Transfer Agents Face a Challenging Future
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MFWire.com
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3/12/2013
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These Were the Most Researched Funds of 2012
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MFWire.com
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2/13/2013
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Investors Are Still Obsessed With Income
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MFWire.com
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1/31/2013
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The Next Generation Takes Over Dodge & Cox
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MFWire.com
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12/19/2012
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M* Likes T. Rowe Twice
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MFWire.com
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12/7/2012
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Is Your Shop on The Nice List or the Naughty One?
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MFWire.com
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11/14/2012
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M* Opines on What Makes Fund Shops Great
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MFWire.com
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11/6/2012
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Dodge & Cox Tops M* Ranking of Fund Firms
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MFWire.com
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10/25/2012
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Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA
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MFWire.com
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8/28/2012
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More Stock Fund PMs Go Anywhere
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MFWire.com
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7/9/2012
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Equity Funds and Treasury Yields Are Down
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MFWire.com
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5/10/2012
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Regulators, Not Competitors, are Keeping Fundsters Up at Night
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MFWire.com
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4/4/2012
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Dodge & Cox Bets on PMs to Restore Stock's Glory
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MFWire.com
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2/28/2012
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Pimco Outperformed its Fellow Mutual Fund Family Titans
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MFWire.com
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1/5/2012
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Goodbye, 2008: Hello, Marketable 3-Year Returns
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MFWire.com
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12/27/2011
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WSJ Attacks Active Management, Again
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MFWire.com
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11/15/2011
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Vanguard Dominates Morningstar's New Ratings
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MFWire.com
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9/7/2011
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American Funds Tops a 401k Niche
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MFWire.com
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6/27/2011
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Dodge & Cox Adds Officers
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MFWire.com
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4/5/2011
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Morningstar Looks for Good No-Load World Diversified Funds
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MFWire.com
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11/19/2010
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39. Kenneth E. Olivier
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MFWire.com
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10/14/2010
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ETF-Centric Firms Leave Their Hearts in San Francisco
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MFWire.com
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10/7/2010
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S&P Names Mutual Fund Award Finalists
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MFWire.com
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10/4/2010
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Which Mutual Funds Dominate the 401k Business?
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MFWire.com
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6/9/2010
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For Some Bond Funds, AUM Surge Doesn't Translate
to a Fee Drop
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MFWire.com
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6/7/2010
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Paper Makes the Rounds Talking Euro-Crisis With Fund Firms
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MFWire.com
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5/10/2010
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Dodge & Cox Sets Up Shop in London
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MFWire.com
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3/1/2010
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Coming Up This Month: A CEO Change, an Awards Night
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MFWire.com
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2/26/2010
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Another Fund CEO is Stepping Down
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MFWire.com
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1/4/2010
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International Funds Beat the Locals in 2009
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MFWire.com
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11/30/2009
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WSJ Looks at the Bright Side of 2008's Market Downturn
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MFWire.com
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11/23/2009
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Keeley Sextuples Down on Legg Mason
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MFWire.com
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11/19/2009
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Who Made it to Morningstar's Manager of the Decade
Shortlist?
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MFWire.com
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11/12/2009
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DFA Pulls in $5.8 Billion
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MFWire.com
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9/23/2009
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Burned Shareholders Fail to Return as Performance Turns Around
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MFWire.com
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7/21/2009
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An Online Broker Opens its Doors To Third Party Funds
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MFWire.com
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6/19/2009
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Great-West Banks a $590 Million Plan
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401kWire.com
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3/9/2009
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Dodge & Cox Saw the Biggest Asset Drop in the Past Year
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MFWire.com
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1/8/2009
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Dodge & Cox's Troubles with Financials
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MFWire.com
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4/28/2008
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AUM Slips For Top 25 Fund Firms in Q1
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MFWire.com
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2/19/2008
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Dodge & Cox Plans New Fund
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MFWire.com
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9/25/2007
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Dodge & Cox is the Crown Jewel of the 2007 Luxury Brand Status Index
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MFWire.com
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12/15/2005
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Dodge & Cox Promotes its Next Generation
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MFWire.com
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9/22/2004
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Dodge & Cox Allays Fears
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MFWire.com
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8/31/2004
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Dodge & Cox Shutters Balanced Fund
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MFWire.com
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3/28/2002
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Who is that Dogging Fidelity?
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MFWire.com
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