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MFWire: Dodge & Cox Funds
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Dodge & Cox
555 California Street
40th Floor
San Francisco, CA  94104
Google Maps

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

  • Background:
    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
    Sponsored Opportunities

    Key People:
    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
    Story Archive for Dodge & Cox
    Published On Story Headline Publication
    2/27/2024 Active Outflows Shrink By 96 Percent, And ... MFWire.com
    2/27/2024 With $840MM Per Fund, a New Fam Leads MFWire.com
    2/23/2024 Netting $2.33B, Dodge & Cox Leads MFWire.com
    12/18/2023 Passive Inflows Jump Fivefold MFWire.com
    12/15/2023 Bridge Builder Repeats, Netting $127MM Per Fund MFWire.com
    12/14/2023 Pacer Pulls Ahead With $1.668B MFWire.com
    11/27/2023 With $182MM Per Fund, Bridge Builder Regains the Lead MFWire.com
    11/21/2023 With $2.184B, Bridge Builder Takes the Lead MFWire.com
    10/27/2023 Bridge Builder Dominates With $681MM Per Fund MFWire.com
    10/26/2023 Vanguard and JPM Repeat Their Flows Victories MFWire.com
    10/24/2023 Baird Leads With $9B MFWire.com
    9/26/2023 Neos Threepeats With $70MM Per Fund MFWire.com
    9/20/2023 With $1.998B, Schwab Regains the Lead MFWire.com
    5/22/2023 Bridge Builder Repeats, Netting $58MM Per Fund MFWire.com
    4/26/2023 Bridge Builder Wins With $302MM Per Fund MFWire.com
    4/20/2023 Large Firms' Flows Sour By $14B Even As Schwab's Inflows Climb MFWire.com
    3/27/2023 Passive Inflows Drop $76B, and ... MFWire.com
    3/23/2023 Dodge & Cox Leads With $80MM Per Fund MFWire.com
    3/17/2023 Schwab Wins Again Despite a Flows Slowdown MFWire.com
    2/27/2023 JPMAM Threepeats With $6B MFWire.com
    2/24/2023 Kovitz Wins With $132MM MFWire.com
    12/22/2022 The Average Fund Suffers $1.2MM In Outflows MFWire.com
    10/24/2022 $1.82MM Flowed Out of the Average Fund Last Month MFWire.com
    7/26/2022 GQG Leads, Yet Industry Outflows Per Fund Rise 54 Percent MFWire.com
    5/26/2022 Bridge Builder Repeats Its Win MFWire.com
    3/22/2022 Inflows Fall $97B, Mostly Due to Active Funds MFWire.com
    3/21/2022 A 48-Year-Old Fund Firm Leads, Proportionately MFWire.com
    3/15/2022 Schwab's Five-Month-Old Lead Widens MFWire.com
    1/3/2022 Week In Preview, January 3 - January 9 MFWire.com
    6/22/2021 Dodge & Cox, Fidelity, and Pimco Win Big MFWire.com
    6/15/2021 A 23-Year Company Vet Will Rise to Prez of a $325B-AUM AM MFWire.com
    5/11/2021 91 Years In, a Firm Debuts Its 7th Fund MFWire.com
    3/22/2021 Inflows Proportionately Jump 52 Percent MFWire.com
    3/15/2021 MF and ETF Inflows Quintuple MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    1/20/2021 Four Dodge & Cox Leaders Prepare to Exit MFWire.com
    1/19/2021 2020 Inflows Fell, But Giants' Dominance Grew MFWire.com
    9/15/2020 JPMAM Takes the Lead As Titans' Inflows Slip Again MFWire.com
    8/20/2020 Ark Takes the Lead, Proportionately MFWire.com
    8/14/2020 Inflows Fall 41 Percent MFWire.com
    7/23/2020 Bridge Builder Maintains Speed MFWire.com
    7/16/2020 Titans' Inflows Climb Another 85 Percent MFWire.com
    6/15/2020 T. Rowe Leads This Abbreviated Awards Race MFWire.com
    3/20/2020 Back On Top After Two Months MFWire.com
    1/22/2020 Industry Inflows Proportionately Doubled In 2019 MFWire.com
    1/15/2020 The $183B Year MFWire.com
    1/13/2020 Fundsters Added $3.9T In AUM Last Year MFWire.com
    12/30/2019 Who Runs the Best Funds of the Year? MFWire.com
    12/18/2019 Industry Inflows Per Fund Nearly Double MFWire.com
    12/12/2019 While Active Outflows Vanish, BlackRock Three-Peats MFWire.com
    11/29/2019 A B-D's Funds Lead Again MFWire.com
    10/18/2019 A Focused Growth Shop Wins in September MFWire.com
    10/14/2019 BlackRock Retakes the Lead, But ... MFWire.com
    9/26/2019 Matthews, 361, and JPMAM Win Big In Chi-Town MFWire.com
    9/23/2019 A Focused Fund Firm Wins In August MFWire.com
    8/16/2019 A Subadvised Fund Firm Is Back On Top, Proportionately MFWire.com
    7/19/2019 Blackstone Wins, Proportionately MFWire.com
    5/17/2019 A B-D Retakes the Lead MFWire.com
    5/13/2019 Another Titan Breaks the Flows Duopoly MFWire.com
    4/22/2019 Inflows Per Fund Slip MFWire.com
    4/16/2019 Fidelity and T. Rowe Lead This New Old Awards Race MFWire.com
    3/19/2019 Bogles' Bunch Dominates Both Sides MFWire.com
    3/18/2019 A $100B Family Office Takes the Fund Flows Lead MFWire.com
    3/12/2019 Passive Inflows Drive February Growth MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    2/28/2019 Dodge & Cox Rebounds to the Front MFWire.com
    1/31/2019 Who Gained Market Share In 2018? MFWire.com
    1/29/2019 Bridge Builder Won Proportionately Last Year, But Not In December MFWire.com
    1/18/2019 Only Five Behemoths Netted December Inflows MFWire.com
    12/21/2018 Blackstone Leads as Outflows Per Fund Drop MFWire.com
    11/26/2018 October Outflows Surpassed September Inflows MFWire.com
    8/20/2018 Still On Top, Bridge Builder Slows MFWire.com
    7/20/2018 Pound For Pound, a B-D Dominates Inflows MFWire.com
    6/5/2018 A Roboadvisor Wins April, Proportionately MFWire.com
    5/4/2018 Pound For Pound, a Roboadvisor Won the March Fund Flows Race MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    6/29/2017 The New Fund Fuss - June 29, 2017 MFWire.com
    4/28/2017 M* Shares High Hopes For These Nine Managers MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    1/25/2017 Dodge & Cox, Fido, Harris, and T. Rowe Win Big MFWire.com
    1/12/2017 And the 2016 Fund Manager of the Year Nominees Are... MFWire.com
    10/19/2016 Aberdeen and OpFunds Win Big in Chicago MFWire.com
    9/16/2016 Big ETF Shops and Lord Abbett Shined in August MFWire.com
    4/14/2016 DoubleLine, AB, and BlackRock Killed It In March MFWire.com
    3/11/2016 Prepare For ICI's MFIM 2016! MFWire.com
    12/16/2015 M*: Vanguard and iShares Have Dominated This Year MFWire.com
    11/24/2015 The Dodge and Cox Team Bids Adieu to a 31-Year Vet MFWire.com
    8/7/2015 Who Rakes In the Most Flows Per Fund? The Answer Won't Surprise You MFWire.com
    6/8/2015 16 Fund Firms Meet This Fantastic M* Threshold MFWire.com
    4/10/2015 The Stock Funds Have No Heroes MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    3/26/2015 Will Hodge Wear Sunglasses For M*? MFWire.com
    2/9/2015 Where Are Pimco's 401k Dollars Flowing? MFWire.com
    1/21/2015 Dodge and Cox, JPMAM, Legg Mason, Robeco, and Vanguard Win Big MFWire.com
    1/14/2015 MetWest and Vanguard Had 2014's Hottest Funds MFWire.com
    1/5/2015 Which PMs Will Win? Here's M*'s 2014 Short List MFWire.com
    11/20/2014 Funds From MetWest, Dodge & Cox, BlackRock, DoubleLine and Baird Rake It In MFWire.com
    1/6/2014 Kinnel Dubs 2013's Top 11 MFWire.com
    12/5/2013 Fido Slashes FundsNetwork Commissions On All But Five Shop's Funds MFWire.com
    12/4/2013 How Does M* Love Dodge & Cox? Let Me Count the Ways MFWire.com
    9/17/2013 M*'s Russel Kinnel Pens His Fantastic 51 Funds List MFWire.com
    8/1/2013 Rekenthaler: It's All About The Bear MFWire.com
    5/2/2013 Transfer Agents Face a Challenging Future MFWire.com
    3/12/2013 These Were the Most Researched Funds of 2012 MFWire.com
    2/13/2013 Investors Are Still Obsessed With Income MFWire.com
    1/31/2013 The Next Generation Takes Over Dodge & Cox MFWire.com
    12/19/2012 M* Likes T. Rowe Twice MFWire.com
    12/7/2012 Is Your Shop on The Nice List or the Naughty One? MFWire.com
    11/14/2012 M* Opines on What Makes Fund Shops Great MFWire.com
    11/6/2012 Dodge & Cox Tops M* Ranking of Fund Firms MFWire.com
    10/25/2012 Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA MFWire.com
    8/28/2012 More Stock Fund PMs Go Anywhere MFWire.com
    7/9/2012 Equity Funds and Treasury Yields Are Down MFWire.com
    5/10/2012 Regulators, Not Competitors, are Keeping Fundsters Up at Night MFWire.com
    4/4/2012 Dodge & Cox Bets on PMs to Restore Stock's Glory MFWire.com
    2/28/2012 Pimco Outperformed its Fellow Mutual Fund Family Titans MFWire.com
    1/5/2012 Goodbye, 2008: Hello, Marketable 3-Year Returns MFWire.com
    12/27/2011 WSJ Attacks Active Management, Again MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    9/7/2011 American Funds Tops a 401k Niche MFWire.com
    6/27/2011 Dodge & Cox Adds Officers MFWire.com
    4/5/2011 Morningstar Looks for Good No-Load World Diversified Funds MFWire.com
    11/19/2010 39. Kenneth E. Olivier MFWire.com
    10/14/2010 ETF-Centric Firms Leave Their Hearts in San Francisco MFWire.com
    10/7/2010 S&P Names Mutual Fund Award Finalists MFWire.com
    10/4/2010 Which Mutual Funds Dominate the 401k Business? MFWire.com
    6/9/2010 For Some Bond Funds, AUM Surge Doesn't Translate to a Fee Drop MFWire.com
    6/7/2010 Paper Makes the Rounds Talking Euro-Crisis With Fund Firms MFWire.com
    5/10/2010 Dodge & Cox Sets Up Shop in London MFWire.com
    3/1/2010 Coming Up This Month: A CEO Change, an Awards Night MFWire.com
    2/26/2010 Another Fund CEO is Stepping Down MFWire.com
    1/4/2010 International Funds Beat the Locals in 2009 MFWire.com
    11/30/2009 WSJ Looks at the Bright Side of 2008's Market Downturn MFWire.com
    11/23/2009 Keeley Sextuples Down on Legg Mason MFWire.com
    11/19/2009 Who Made it to Morningstar's Manager of the Decade Shortlist? MFWire.com
    11/12/2009 DFA Pulls in $5.8 Billion MFWire.com
    9/23/2009 Burned Shareholders Fail to Return as Performance Turns Around MFWire.com
    7/21/2009 An Online Broker Opens its Doors To Third Party Funds MFWire.com
    6/19/2009 Great-West Banks a $590 Million Plan 401kWire.com
    3/9/2009 Dodge & Cox Saw the Biggest Asset Drop in the Past Year MFWire.com
    1/8/2009 Dodge & Cox's Troubles with Financials MFWire.com
    4/28/2008 AUM Slips For Top 25 Fund Firms in Q1 MFWire.com
    2/19/2008 Dodge & Cox Plans New Fund MFWire.com
    9/25/2007 Dodge & Cox is the Crown Jewel of the 2007 Luxury Brand Status Index MFWire.com
    12/15/2005 Dodge & Cox Promotes its Next Generation MFWire.com
    9/22/2004 Dodge & Cox Allays Fears MFWire.com
    8/31/2004 Dodge & Cox Shutters Balanced Fund MFWire.com
    3/28/2002 Who is that Dogging Fidelity? MFWire.com
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