Dodge & Cox Global Bond Fund

Dodge & Cox Funds · 2 share classes

Actively managed global bond fund
One fund, 2 share classes:DODLXDOXLX
$5.29B NAV
322 positions · as of 2026-06-30 · filed 2026-08-28

Fund classification

Classified from what the fund holds · as of 2026 Q2

Dodge & Cox Global Bond Fund is an actively managed global bond fund.

Asset class
Bonds
Region
Global
Management
Actively managed
Fund type
Open-end fund
Credit quality
Investment grade
Rate sensitivity
Intermediate duration

Fund profile

As filed in the prospectus · 2026 Q2

The Fund seeks a high rate of total return consistent with long-term preservation of capital.

Strategy · summarised

The fund invests in a diversified portfolio of bonds and debt instruments issued across at least three countries, including emerging markets, with at least 40% of assets in non-U.S. issuers and at least 80% in debt securities. The manager selects securities based on yield, credit quality, liquidity, covenants, duration, structure, and capital appreciation potential, alongside environmental, social, and governance considerations, and may use derivatives to adjust sector, geographic, currency, and duration exposure. A majority of holdings are investment-grade, though up to 35% of assets may be in high-yield debt. Because security selection depends on the manager's appraisal of global economic conditions, relative valuations, and issuer prospects, fund returns will diverge from any benchmark.

Expenses
0.37% 0.45%across 2 share classes
Share classGrossNet
DODLX0.50%0.45%
DOXLX0.45%0.37%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 26.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.24%
of net assets
Bonds73.42%
Securitized23.50%
Cash & short-term3.00%
Derivatives0.31%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Government39.4%
Securitized23.4%
International14.6%
Other7.4%
8 smaller15.2%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 29 new21 exited

Largest new: Japan Government ×2, Freddie Mac Pool, Hungary Government ×2, U.S. Treasury Note/Bond, Molson Coors Beverage Co., ServiceNow, Inc.

Largest exited: Freddie Mac Pool ×3, Cemex SAB de CV, Fannie Mae ×3, Hungary Government

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+6.62%+21.73%+17.05%4.73%-4.95%
+6.69%+22.02%4.77%-4.93%

These classes hold the same portfolio, so the 0.29pp spread over 3 years is the cost difference between them — roughly 0.10pp a year — not a difference in what they own.

Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
4.81%
Avg maturity
14.58 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

15%
floating
Fixed rate84.8%
Floating rate15.2%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1yUnknown
<1y1.0%
1-3y10.0%
3-5y8.0%
5-10y39.5%
10y+40.2%
Unknown1.4%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying nearly as much.

Interest-rate duration
6.50 yr
approx. move per 100bp
Credit-spread duration
5.52 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -12.0%
of value
Interest rates54%
Credit spreads46%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+5.52
yrs total
Investment grade+4.84 yr
High yield+0.68 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate6.50 yr total
3 mo30 yr
3 mo0.04 yr1%
1 yr0.31 yr5%
5 yr1.83 yr28%
10 yr3.26 yr50%
30 yr1.07 yr16%
Credit spread5.52 yr total
3 mo30 yr
3 mo0.01 yr0%
1 yr0.30 yr5%
5 yr1.77 yr32%
10 yr2.48 yr45%
30 yr0.96 yr17%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.04+0.01+0.00$3.7k$242
1 yr+0.31+0.25+0.05$134.8k$24.6k
5 yr+1.83+1.41+0.35$748.0k$187.3k
10 yr+3.26+2.27+0.21$1.20m$109.9k
30 yr+1.07+0.89+0.07$473.0k$36.8k

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Rate exposure by currency

Duration contribution in years, summing to the fund's 6.50 yr.

USD+3.63 yr
GBP+0.42 yr
NOK+0.40 yr
MXN+0.31 yr
KRW+0.25 yr
AUD+0.23 yr
8 others+1.27 yr

This is where the fund's rate exposure sits, not its currency risk — most international bond funds hedge the currency back to dollars, and the size of those hedges is not in the filing. Tenors are also summed across curves, so a 5-year JPY point and a 5-year USD point are added together.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Brazil Government10.00% · due 2033-01-013.51%$185.77M
Mexico Government8.00% · due 2047-11-072.94%$155.73M
Norway Government4.13% · due 2036-06-032.62%$138.64M
South Korea Government3.25% · due 2035-12-102.49%$131.48M
Peru Government7.60% · due 2039-08-122.48%$130.98M
Colombia Government7.25% · due 2034-10-182.31%$122.00M
Freddie Mac Pool4.00% · due 2052-09-012.22%$117.58M
Japan Government0.20% · due 2027-12-202.20%$116.28M
New Zealand Government2.75% · due 2037-04-152.00%$105.59M
Norway Government3.00% · due 2033-08-151.87%$98.95M
Showing 10 of 322Sign in to see more

Top 10 positions are 24.64% of net assets, top 25 41.97%, across 91 issuers.

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