November 5, 2006

An Overview of Dodge Cox Mutual Funds

Piggy BankWhen evaluating mutual fund companies, be sure to take a look at Dodge Cox mutual funds. Dodge & Cox has a reputation for being a highly stable and reputable company, providing their investors with a variety of investment opportunities.

Dodge and Cox were established in 1930 in San Francisco. Dodge and Cox have been successful because of their focus on the future and creating a long term investment strategy for their clients. They employ professional money managers who can help their clients make investment decisions that are consistent with their long needs and goals. Dodge and Cox offer retirement accounts, mutual funds and other investment instruments.

If you’re interested in mutual fund investing, you should certainly check out Dodge Cox mutual funds. They offer several options, depending upon your investment goals and your comfort level with risk.

Dodge and Cox’s International Stock Fund invests in a diversified portfolio of equity securities issued by non-U.S. companies. This Dodge Cox mutual fund includes securities from a minimum of three different foreign countries and includes emerging markets. The fund concentrates on countries with stable economies and political systems, in order to protect investors. The companies in this portfolio are primarily medium to large companies that are stable and well established.  This Dodge Cox mutual fund invests in companies that Dodge and Cox believe are undervalued in the current market, but has good potential for future growth. This is a fund for the investor who is looking for long term growth; not necessarily income for today.

Dodge and Cox also carry a stock fund that invests primarily in broadly diversified common stocks. This Dodge Cox mutual fund is designed to provide long term growth but also to provide income. This is a balanced fund that includes a wide range of companies.  This is a bit lower risk investment, and is good for those investors who want to see growth for the long term, but who also need income for today.

Dodge and Cox’s Balanced Fund is designed just for that – balance. It seeks to retain and grow your principal while providing dividends for the present. This Dodge Cox mutual fund invests in common stocks, preferred stock and fixed income securities. This fund holds no more than 75% of its total assets in stocks. The investments in this Dodge Cox mutual fund include U.S. government obligations, mortgage and asset-backed securities, corporate bonds and collateralized mortgage obligations.

Finally, Dodge Cox mutual funds offer an income fund. This investment is designed for the investor who needs regular income through dividends. This fund invests in a broad range of high-quality bonds and other fixed-income securities, including U.S. government obligations, mortgage and asset-backed securities, corporate bonds, collateralized mortgage obligations– all designed to preserve capital and provide dividends. A secondary goal of this fund is to grow the original capital over the long term. The investments in this portfolio are all very stable and safe. Your money may not grow significantly, but your principal will be safe and you’ll receive regular income.

Dodge and Cox is a reputable mutual fund company with a range of investment opportunities available. Be sure to check out Dodge Cox mutual funds when you’re evaluating the right investments for your portfolio.

Filed under Mutual Funds by Mutual Fund Trader

Bookmark

StumbleUpon Google YahooMyWeb Help