Account Access
Invest With Us
Invest With Us
Open an account in
the Dodge & Cox Funds
Invest With Us
  |  
Prospectuses & Reports
  |  
Forms & Guides
  |  
IRA Center
  |  
Tax Center
  |  
Life Events
  |  
Help Center  

 

Account Types
  |  
Online Account Access & Mobile
  |  
Security

 

For more than 90 years, investors like you have invested in Dodge & Cox Funds to help them reach their goals.

You can purchase one or more Funds among our equity and fixed income strategies to construct a more comprehensive investment portfolio.

Dodge & Cox Stock Fund
Dodge & Cox Global Stock Fund
Dodge & Cox International Stock Fund
Dodge & Cox Emerging Markets Stock Fund
Dodge & Cox Balanced Fund
Dodge & Cox Income Fund
Dodge & Cox Global Bond Fund

Open an account to invest directly in our mutual funds, at no cost. Simply review the account types below and select the one that best suits your needs.


General Investment Accounts

Individual/Joint TENANT Investment Account:
A general investment account registered in the name of one or more adults.

OPEN AN INDIVIDUAL OR JOINT ACCOUNT

GIFT/TRANSFER TO A MINOR (UTMA) ACCOUNT:
A custodial investment account for a minor. The account is owned by the minor, and a custodian is named to make decisions until the minor reaches the state's age of majority at which time control of the account is transferred to the former minor.

OPEN AN UTMA

ESTATE ACCOUNT:
An investment account where an executor manages the estate assets upon the death of an individual.

OPEN AN ESTATE ACCOUNT

PERSONAL TRUST:
An investment account registered in the name of a personal trust. This type of account is registered in accordance with a trust document, and the named trustees manage the account.

OPEN A PERSONAL TRUST

Individual Retirement Accounts (IRAs)

TRADITIONAL IRA:
An Individual Retirement Account (IRA) is a custodial account created to provide a simple tax-advantaged way to accumulate funds for retirement. With a traditional IRA, you may contribute up to the maximum contribution limit for the year, and you may be able to deduct the contribution from taxable income, thereby reducing your current income taxes. Taxes on investment earnings are deferred until the money is withdrawn.

Traditional IRAs can be funded by contributions or by a transfer of assets from an IRA held with another financial institution.

Learn more about Traditional IRAs

OPEN A TRADITIONAL IRA

Roth IRA:
An Individual Retirement Account (IRA) provides a simple tax-advantaged way to accumulate funds for retirement. With a Roth IRA, the contribution limits are essentially the same as for a traditional IRA, but there is no tax deduction for contributions. Earnings in the account are not taxed while held in the Roth IRA. Most importantly, you do not pay income taxes on qualified withdrawals from your Roth IRA, if certain requirements are met. Additionally, unlike a traditional IRA, there is no requirement that you begin making minimum withdrawals at age 72.

Roth IRAs can be funded by contributions or by a transfer of assets from an IRA held with another financial institution.

Learn more about Roth IRAs

OPEN A ROTH IRA

ROLLOVER IRA:
A Rollover IRA is an account that allows you to move funds from your old employer-sponsored retirement plan, such as a 401(k) or 403(b) into an IRA. With an IRA rollover, you can preserve the tax-deferred status of your retirement assets, without paying current taxes or early withdrawal penalties at the time of transfer.

Learn more about Rollover IRAs

OPEN A ROLLOVER IRA

SEP IRA:
A SEP IRA (Simplified Employee Pension) is a retirement savings plan established by employers—including self-employed people—for the benefit of their employees and themselves. Employers may make tax-deductible contributions on behalf of eligible employees to their SEP IRAs.

OPEN A SEP IRA

Corporations and Other Organizations

Entity Accounts:
An investment account for corporate and non-corporate institutions and entities. Examples of organizations that can use this type of account are corporations, including S-corporations and LLCs, partnerships, clubs, religious organizations, financial firms, retirement plans, and governmental agencies or instrumentalities.

OPEN A CORPORATE OR ENTITY ACCOUNT

If you have any additional questions, please call a Dodge & Cox Funds Client Services Representative at 800-621-3979.

For answers to commonly asked questions, please review our FAQs page.

If you require specific information concerning your individual financial situation, please consult with a financial planner or tax advisor. Dodge & Cox does not offer financial planning or tax advice.

 

 

need more help?
Reach our Service Center at
800-621-3979


This site is for persons in the United States only.
Before investing in any Dodge & Cox Fund, you should carefully consider the Fund's investment objectives, risks, and charges and expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. Investments are not FDIC-insured, nor are they deposits of or guaranteed by any bank or any other entity.

Dodge & Cox's current Form ADV Part 2 Brochure is available here.

Use of this site signifies that you accept our Terms & Conditions of Use.
The Dodge & Cox Funds have adopted a Privacy Policy governing use of shareholder personal information.

Copyright © 1998-2021 Dodge & Cox®. All rights reserved.