November 23, 2014 2:16 PM ET

Capital Markets

Company Overview of Dodge & Cox Funds - Dodge & Cox Balanced Fund

Company Overview

Dodge & Cox Funds - Dodge & Cox Balanced Fund is an open-ended balanced mutual fund launched and managed by Dodge & Cox. It primarily invests in public equity and fixed income markets in the United States. The fund seeks to invest up to 75% of its corpus in equity securities. It adopts a value-oriented approach to invest in stocks of companies operating in diversified sectors. The fund employs fundamental analysis focusing on the underlying financial condition and prospects of individual companies, including future earnings, cash flow, and dividends. It also considers the financial strength, economic condition, competitive advantage, quality of the business franchise and the reputation, expe...

555 California Street

40th Floor

San Francisco, CA 94104

United States

Founded in 1931

Phone:

415-981-1710

Fax:

415-986-1192

Key Executives for Dodge & Cox Funds - Dodge & Cox Balanced Fund

Chief Executive Officer and President
Age: 62
Senior Vice President
Age: 71
Senior Vice President
Age: 56
Senior Vice President and Trustee
Age: 53
Senior Vice President
Age: 54
Compensation as of Fiscal Year 2014.

Dodge & Cox Funds - Dodge & Cox Balanced Fund Key Developments

Dodge & Cox Funds - Dodge & Cox Balanced Fund, Special/Extraordinary Shareholders Meeting, Apr 23, 2014

Dodge & Cox Funds - Dodge & Cox Balanced Fund, Special/Extraordinary Shareholders Meeting, Apr 23, 2014., at 10:00 Pacific Standard Time. Location: A.P. Giannini Memorial Auditorium. Agenda: To elect Trustees to the Board of Trustees; to remove each Fund's fundamental investment restriction with respect to investing in any company for the purpose of exercising control or management; to remove each Fund's fundamental investment restriction with respect to investments in securities that are illiquid and replace it with a uniform non-fundamental policy for all Funds; to remove the Dodge & Cox Income Fund's fundamental investment restriction with respect to writing put or call options; to amend each Fund's fundamental investment restriction with respect to underwriting securities of other issuers; and to transact such other business as may properly come before the Meeting or any adjournment thereof.

Similar Private Companies By Industry

Company Name Region
GAVF Global Asset Value Finance LLC United States
Hand Securities, Inc. United States
Peter J. Solomon Company United States
Morgan Stanley Distribution, Inc. United States
Cazenove Inc. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Bertelsmann AG Europe
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Dodge & Cox Funds - Dodge & Cox Balanced Fund, please visit www.dodgeandcox.com/balancedfund.asp. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.