Dodge & Cox Global Stock 555 California St 40 Th Floor San Francisco CA 94104 Map
Phone: 800-621-3979
| Category: | World Stock | | Fund Family: | Dodge & Cox | | Net Assets: | 875.22M | | Year-to-Date Return: | 46.82% | | Yield: | 0.47% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-May-08 |
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Charles F. Pohl
Lead Manager since
01-May-08 | | | Pohl is co-director of the research department with Dodge & Cox. Pohl has been working for Dodge & Cox since 1984. Prior to joining the firm, Pohl was with Wells Fargo Investment Advisors from 1981 to 1984. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of principal and income. The fund invests primarily in a diversified portfolio of equity securities issued by companies from at least three different countries, including emerging markets. It invests primarily in medium-to-large well established companies based on standards of the applicable market. Under normal circumstances, the fund invests at least 40% of total assets in securities of non-U.S. companies. |
| Last Dividend
(22-Dec-08):
| 0.04 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 10.00% | | Average for Category:
| 91.16% |
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| Expense | DODWX | Category Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | %
| 2.55% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $722 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,127 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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