| During the midst of the Great Depression in 1930, | | | | Fund also focuses on long-term investment and |
| Van Duyn Dodge and E. Morris Cox came | | | | growth of interests as well as the principle |
| together to form a partnership to provide | | | | investment and invests diversely in a portfolio of |
| investment counseling. Morrie Cox was convinced | | | | emerging markets and eq1uities securities.o The |
| that proper investment management could bring | | | | DODFX or International Stock fund works on |
| some order to the chaos of the investment world | | | | long-term growth of both principle investment and |
| during that time. | | | | interest and invests in equity securities that are |
| They soon established a blueprint that emphasized | | | | issued by companies not based in the US. This |
| stability, ownership and high ethical standards. The | | | | mutual fund is renowned for great consistency. |
| also formulated the investment principles that | | | | Dodge and Cox, DODFX has a great deal of fund |
| today still drive the philosophy of Dodge and Cox. | | | | managers and analysts on the job, more than say |
| Today Dodge and Cox manage fixed income, | | | | for instance Julius Baer. It adheres to individual |
| mutual funds for institutions and individuals and | | | | stock selection principles, is low cost and is |
| balanced separate accounts. | | | | effectively on the no-brainers of mutual funds.o |
| They are in the business of creating lasting value | | | | The Balanced Fund, DODBX is a regular income |
| through use of a stable investment team and | | | | fund that works in the basis of conservation of |
| past history learned. The philosophy of the fund | | | | the principal investment with added opportunity |
| management company is based on traditional | | | | for long term growth. This mutual fund invests in |
| principles, such as long-term investments, | | | | common stocks that are widely diversified as well |
| research and a strict price discipline. | | | | as fixed income securities and fixed income |
| They manage five no-load mutual funds, using the | | | | stocks. The recent bearish conditions have proved |
| same approach to investment as they use for | | | | very good for this long-term fund.o DODIX or |
| separate accounts, offering a low-cost and simple | | | | Income Fund provides a high and stable rate of |
| way to widely diversify a portfolio of stocks. | | | | current income that is consistent in its ability to |
| These funds are:o The DODGX Stock Fund that | | | | preserve capital. This fund also invests chiefly in a |
| focuses on long-term investment and growth of | | | | diversified portfolio of good quality bonds as well |
| interests as well as the principle investment. This | | | | as other fixed income securities. This is the only |
| fund invests in a broad based portfolio of regular | | | | bond fund managed by Dodge and Cox, it is not a |
| stocks. It is a balanced and time tested fund that | | | | high risk fund and is rated as one of the best |
| is seen as a good buying opportunity with a value | | | | intermediate funds available today in the mutual |
| oriented, solid, long term investment that will do | | | | fund market. |
| well in the future.o The DODWX, Global Stock | | | | |