What is the minimum investment requirement for Dodge & Cox Funds?
Asked a year ago
The minimum investment requirement for Dodge & Cox Funds is $2,500 for individual investors who wish to open a new account. This initial investment allows investors to establish a long-term relationship with the company and benefit from their proven investment approach. However, Dodge & Cox also offers Institutional Share Classes with varying minimums for retirement plans, foundations, and other institutional investors. These minimums differ from individual investor requirements and are designed to meet the diverse needs of different investor types. Additionally, existing investors have the option to add to their current accounts with a minimum additional investment of $100. By setting these minimums, Dodge & Cox aims to make their funds accessible to a broad range of investors, while still ensuring a sustainable and valuable investment experience.
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