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Dodge & Cox Global Stock Fund (DODWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.25+0.14 (+0.87%)
At close: 5:08PM EDT

Dodge & Cox Global Stock Fund

Dodge & Cox Funds

40 Th Floor

San Francisco, CA 94104

Management Information
Roger G. Kuo,Lead Manager since February 14, 2010
Roger G. Kuo, Vice President — Mr. Kuo received his B.A. degree from Harvard College (magna cum laude) in 1993 and his M.B.A. degree in 1998 from Harvard Business School. Prior to graduate school, he worked at Bear Stearns as a financial analyst. He joined Dodge & Cox in 1998. Mr. Kuo is a shareholder of the firm and holds the CFA designation.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyDodge & Cox
Net Assets11.86B
YTD Return18.50%
Morningstar Rating★★★★
Inception DateApr 30, 2008

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover34.00%
Average for CategoryN/A

Fees & Expenses

ExpenseDODWXCategory Average
Annual Report Expense Ratio (net)0.62%N/A
Prospectus Net Expense Ratio0.62%N/A
Prospectus Gross Expense Ratio0.62%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection199N/A
5 Yr Expense Projection346N/A
10 Yr Expense Projection774N/A