Dodge & Cox International Stock Fund

Dodge & Cox Funds · Series S000011203 · 2 share classes

Equity fund · 98% stocks
One fund, 2 share classes:DODFXDOXFX
$67.61B NAV
97 positions · as of 2026-06-30 · filed 2026-08-28
data updated 2026-09-08

Fund profile

As filed in the prospectus · 2026 Q2

The Fund seeks long-term growth of principal and income.

Strategy · summarised

The fund invests in equity securities of non-U.S. companies from at least three countries, typically medium-to-large established firms that appear undervalued relative to their long-term profit growth prospects. The manager evaluates companies on financial strength, cash flow, competitive position, governance, and management quality alongside valuation. The fund maintains at least 80% of assets in non-U.S. equities and may use derivatives to hedge currency exposure or create equity market exposure from cash holdings.

Expenses
0.51% 0.61%across 2 share classes
Share classGrossNet
DODFX0.61%0.61%
DOXFX0.56%0.51%

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

Portfolio turnover 17.00% · as of 2026 Q2

Allocation

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

99.59%
of net assets
Stocks98.38%
Cash & short-term1.22%
Derivatives-0.01%

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 4 new4 exited

Largest new: RELX PLC

Largest exited: Holcim AG

Return profile

Chart:

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

Share class1-year3-year5-yearVolWorst fall
+33.95%+67.00%+72.15%14.34%-10.74%
+34.00%+67.37%14.26%-10.70%

These classes hold the same portfolio, so the 0.37pp spread over 3 years is the cost difference between them — roughly 0.12pp 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.

Holdings

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

Issuer%NAVValue
Taiwan Semiconductor Manufacturing Co., Ltd.4.67%$3.16B
BNP Paribas SA3.58%$2.42B
Johnson Controls International PLCJCI3.51%$2.37B
Infineon Technologies AG3.01%$2.04B
SK hynix, Inc.2.92%$1.98B
Banco Santander SA2.92%$1.98B
Barclays PLC2.68%$1.81B
GSK PLCGLAXF2.46%$1.66B
UBS Group AG2.38%$1.61B
Itau Unibanco Holding SA2.23%$1.51B
Showing 10 of 97Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 30.38% of net assets, top 25 54.65%, across 91 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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