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Dodge and Cox funds

The Dodge & Cox funds offer a wonderful option to the investor to make an investment in either fixed income securities or stocks. It offers the opportunity to make investment within the available funds of the investor. It is an easy and low investment solution for the investors. The investor could opt for the fund that meets his or her requirements best. You could either opt for growth of the principal invested and also the regular income earned from the investment, whereas on the other hand, there is also an option of going in for the fund that ensures a good income at present.

Strategy

Dodge and Cox funds are backed by a team of efficient people who are experts in their field and aim at maximizing the returns on the investment. The Dodge and Cox funds employ the technique of diversification. This not only helps to maximize the return to the investor but also helps to protect the customer against some of the market fluctuations. After making an extensive study of the market and the various stocks the Dodge and Cox funds make investments in stocks that are currently undervalued but have good prospects in the future. The fund makes a thorough study about the current financial position of the company, the potential of earning and also the returns earned. Studies during the various aspects of the company are conducted namely the strengths of the company, the creditors, the current competition and the position of the company, the goodwill in the market and also the expertise and experience to face the challenges.

Strategy

The investment strategy employed by the Dodge and Cox Funds aims at making the most of the diversification strategy. The fund makes simultaneous investments in fixed income securities, bonds, asset backed securities, collateralized mortgage obligations and other instruments that are rated highly on the Standard and Poor list or even by the Moody's Investors Service or any other NRSRO or nationally recognized statistical rating organization. They generally go in for the stocks rated "A" but in exceptional cases may even decide to make an investment in those rated BBB or Baa. The investment decisions are based on various factors such as the liquidity, the risk factor, appreciation of capital and many other factors.

Opening an account with Dodge & Cox funds is rather simple. Open a regular fund account and then from the Download Forms download the prospectus for further details. The account application is provided towards the end of the prospectus. This must be printed, duly filled and mailed with the check.

For opening a Dodge & Cox Funds IRA account also there is a similar procedure. The Download Forms segment has the application along with other details. The form must be completed and mailed with the check to the mentioned address.

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