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Invest With Us
Open an account in
the Dodge & Cox Funds
Account Access
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Invest With Us

 

Once you have reviewed the Dodge & Cox Funds’ Prospectus, it’s easy to open an account.
Invest online now
Individual investors can follow the link below to open a new regular account (with the exception of personal trusts), or to open a new IRA. For IRA transfers and rollovers, corporate accounts or personal trusts, please see “Invest Through the Mail” below.

Existing shareholders should login to Account Access in order to add Fund accounts.

You will need to have accessible:

  • Your Social Security Number
  • Your bank’s ACH routing number and account number
  • Your residential address
  • Your email address
  • The minimum investment amount ($2,500.00 per regular Fund account, or $1,000.00 per IRA Fund account).
  • Minor’s Social Security Number (for a custodial account for a minor, UGMA/UTMA)

 

Invest Through The Mail
Open a regular Dodge & Cox Funds Account
Download the Funds’ Prospectus and/or Summary Prospectus for the Fund(s) of interest from the Prospectuses & Reports section of our website, print out the Funds’ Account Application, and then complete and mail it along with your check to one of the addresses below.

Open a Dodge & Cox Funds IRA Account
Download the Funds’ IRA Information Kit from the Download Forms section of our website, print out the IRA Application, and then complete and mail it along with your check to one of the addresses below. If you would like to transfer IRA assets from another institution to a Dodge & Cox Funds IRA you must also complete the Transfer of Assets Form which is located at the end of the Plan.


Mail your completed forms and checks to

Regular mail:
Dodge & Cox Funds
c/o Boston Financial Data Services
P.O. Box 8422
Boston, MA 02266-8422

Express mail:
Dodge & Cox Funds
c/o Boston Financial Data Services
30 Dan Road
Canton, MA 02021-2809


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 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.

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.

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