Dodge & Cox

Dodge & Cox

Last Update: 08-11-2017

Number of Stocks: 180
Number of New Stocks: 5

Total Value: $118,582 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Dodge & Cox' s Profile & Performance

Profile

Dodge & Cox was founded in 1930, by Van Duyn Dodge and E. Morris Cox. As of March 2006, Dodge & Cox managed over $104 billion in separate accounts and mutual funds.

Web Page:http://www.dodgeandcox.com/

Investing Philosophy

Dodge & Cox employs a team research approach in making investment decisions. The investment decisions are made by the Investment Policy Committee. The nine members of this committee include Wendell W. Birkhofer, Bryan Cameron, John A. Gunn, Harry R. Hagey, David C. Hoeft, Kenneth E. Olivier, Charles F. Pohl, Gregory R. Serrurier, and Diana S. Strandberg. Dodge & Cox believe that a well-tuned, group decision making process enhances individual thinking and moves the portfolio beyond dependence on any single person. The Dodge & Cox team is guided both in what they buy and what they sell by an ongoing search for superior relative value, steering clear of popular choices that come at a price they would rather not pay. Investing when valuations are low creates greater potential for capital appreciation. They look to be long-term owners of companies whose current valuations don’t reflect their long-term earnings and cash-flow prospects.

Historical Allocation of Stock, Bonds, Cash

Total Holding History

Performance of Dodge & Cox Stock FUND

YearReturn (%)S&P500 (%)Excess Gain (%)
201621.2711.969.3
2015-4.471.38-5.8
201410.4313.69-3.3
3-Year Cumulative27.9 (8.6%/year)29 (8.9%/year)-1.1 (-0.3%/year)
201340.5532.398.2
201222.01166.0
5-Year Cumulative119.4 (17%/year)98.2 (14.7%/year)21.2 (2.3%/year)
2011-4.082.11-6.2
201013.4915.06-1.6
200931.2726.464.8
2008-43.31-37-6.3
20070.145.49-5.3
10-Year Cumulative78 (5.9%/year)95.7 (6.9%/year)-17.7 (-1%/year)
200618.5315.792.7
20059.374.914.5
200419.1710.888.3
200332.3428.683.7
2002-10.54-22.111.6
15-Year Cumulative225.5 (8.2%/year)164.2 (6.7%/year)61.3 (1.5%/year)
20019.33-11.8921.2
200016.31-9.125.4
199920.2121.04-0.8
19985.428.58-23.2
199728.433.36-5.0
20-Year Cumulative573.4 (10%/year)339.2 (7.7%/year)234.2 (2.3%/year)
199622.2722.96-0.7
199533.5237.58-4.1
19945.171.323.9
199318.3310.088.2
199210.827.623.2
25-Year Cumulative1416.1 (11.5%/year)791.8 (9.1%/year)624.3 (2.4%/year)
199121.4730.47-9.0
1990-5.09-3.1-2.0
198926.9431.69-4.8
198813.7616.61-2.9
198711.955.16.8
30-Year Cumulative2725.7 (11.8%/year)1719.7 (10.2%/year)1006 (1.6%/year)
198618.3118.6-0.3
198537.8631.66.3
19845.186.1-0.9
198326.5422.44.1
198222.0721.40.7
35-Year Cumulative7387.9 (13.1%/year)4377.7 (11.5%/year)3010.2 (1.6%/year)
1981-2.57-52.4
198033.1932.30.9

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Commentaries and Stories

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