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Regular Accounts
Account Statement Guide
  • To assist you in understanding the various sections of your Dodge & Cox Funds Account Statement
Funds' Privacy Notice
  • Review the Dodge & Cox Funds' policies concerning the collection and handling of personal information
IRA Information Kit — Including Rollover Form
  • Learn about Dodge & Cox Funds traditional and Roth IRAs including the IRA Disclosure Statement and Custodial Agreement. The kit also includes an IRA Application and a Transfer of Assets form (Also includes the State Street Bank and Trust Company Privacy Notice)
IRA Rollover Guide
  • Get assistance with rolling over assets to a Dodge & Cox Funds IRA
IRA Custodian Privacy Notice
  • Review the Dodge & Cox Funds IRA custodian's policies concerning the collection and handling of personal information
Dodge & Cox Funds’ 2013 Tax Guide
  • Discusses Forms 1099-DIV and 1099-B that are sent in late-January, and includes information that may be useful in preparing certain state tax returns
Dodge & Cox Funds’ 2013 Supplemental Tax Reporting Information
  • Discusses distributions from the Funds and other data that may assist shareholders with tax reporting
Dodge & Cox Funds’ 2013 Non-resident Alien (NRA) Tax Reporting
  • ICI-format datasheet that details NRA-exempt income and short-term gains for the Funds


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Before investing in any Dodge & Cox Fund, you should carefully consider the Fund's investment objectives, risks, and management fees and other 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. Foreign investing, especially in developing countries, has special risks such as currency and market volatility and political and social instability.

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