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Dodge & Cox Balanced Fund
Dodge & Cox Investment Committees awarded Morningstar's 2016 Allocation/Alternatives Fund Manager of the Year (U.S.) award.

Established in 1988, the Morningstar Fund Manager of the Year award recognizes portfolio managers who demonstrate excellent investment skill and the courage to differ from the consensus to benefit investors. The Fund Manager of the Year award winners are chosen based on Morningstar’s proprietary research and in-depth qualitative evaluation by its manager research analysts. To qualify for the award, managers’ funds must have not only posted impressive returns for the year, but the managers also must have a record of delivering outstanding long-term risk-adjusted performance and of aligning their interests with shareholders’. Nominated funds must be Morningstar Medalists—a fund that has garnered a Morningstar Analyst Rating™ of Gold, Silver, or Bronze.

Balanced Fund
Winner - Allocation/Alternatives Fund Manager of the Year (2016), U.S.
U.S. Equity Investment Committee
 
Seated left to right:
Philippe Barret, Jr.
Charles F. Pohl
Diana S. Strandberg
C. Bryan Cameron

Standing left to right:
Kathleen G. McCarthy
David C. Hoeft
Steven C. Voorhis
Wendell W. Birkhofer

Dodge & Cox’s U.S. Equity Investment Committee (eight members, average tenure at Dodge & Cox of 23 years) is responsible for determining the asset allocation of the Balanced Fund and managing the equity portion of the Fund. To read more about the portfolio managers, please visit the Balanced Fund Managers Biographies webpage.
Balanced Fund
Winner - Allocation/Alternatives Fund Manager of the Year (2016), U.S.
U.S. Fixed Income Investment Committee
 
Seated left to right:
Charles F. Pohl
Dana M. Emery
Thomas S. Dugan
Larissa K. Roesch

Standing left to right:
Lucinda I. Johns
Anthony J. Brekke
James H. Dignan
Adam S. Rubinson

Dodge & Cox’s U.S. Fixed Income Investment Committee is responsible for managing the debt portion of the Balanced Fund. The eight members of this committee have an average tenure at Dodge & Cox of 21 years.To read more about the portfolio managers, please visit the Balanced Fund Managers Biographies webpage.
Morningstar Awards 2017. Morningstar, Inc. All Rights Reserved.

Balanced Fund: U.S. Equity Investment Committee and U.S. Fixed Income Investment Committee, nominated for Allocation/Alternatives Fund Manager of the Year (2016), U.S.

Morningstar, Inc.’s awards are based on qualitative evaluation and research, thus subjective in nature and should not be used as the sole basis for investment decisions. Morningstar’s awards are not guarantees of a fund’s future investment performance. Morningstar, Inc. does not sponsor, issue, sell, or promote any open-end mutual funds including Dodge & Cox Funds.

Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar’s current expectations about future events and therefore involve unknown risks and uncertainties that may cause Morningstar’s expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees nor should they be viewed as an assessment of a fund’s or the fund’s underlying securities’ creditworthiness.

Returns represent past performance and do not guarantee future results. Investment return and share price will fluctuate with market conditions, and investors may have a gain or loss when shares are sold.
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