Dodge & Cox Worldwide Funds PLC - U.S. Stock Fund
Other Private FundFund ID 805-1448893083Ireland
Gross assets
$3.9B
Min. investment
$50K
Beneficial owners
550
Size rank
Top 2%
Audited
Yes
Structure
Standalone
About this fund
Dodge & Cox Worldwide Funds PLC - U.S. Stock Fund is a other private fund managed by Dodge & Cox. The fund reports $3.9 billion in gross assets, placing it among the top 2% of private funds by size. The stated minimum investment is $50,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-1448893083 |
| Fund type | Other Private Fund — UCITS |
| 3(c)(1) exclusion | Yes |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | No |
| Annual audit | Yes |
| Prepared per GAAP | No |
| Sub-advised | No |
| Sales limited to qualified investors | Yes |
| % of assets independently valued | 100% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Dodge & Cox Worldwide Funds PLC - Global Stock Fund | Other Private | $7.02B |
Frequently asked questions
How large is Dodge & Cox Worldwide Funds PLC - U.S. Stock Fund?
Dodge & Cox Worldwide Funds PLC - U.S. Stock Fund reports $3.9 billion in gross assets, among the top 2% of private funds by size.
What is the minimum investment for Dodge & Cox Worldwide Funds PLC - U.S. Stock Fund?
The stated minimum investment is $50,000.
Who manages Dodge & Cox Worldwide Funds PLC - U.S. Stock Fund?
Dodge & Cox Worldwide Funds PLC - U.S. Stock Fund is managed by Dodge & Cox.
Does Dodge & Cox Worldwide Funds PLC - U.S. Stock Fund disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
D
San Francisco, CA
Service providers
Reported gross assets
$3.9B▲ 1%
Mar '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 2%
Larger than 98% of 67,041 private funds
Gross assets vs Other Private FundsTop 1%
Larger than 99% of 8,892 other private funds
Minimum investmentTop 85%
Higher than 15% of funds reporting a minimum
Investor base
Adviser & related persons%
Funds of funds%
Non-U.S. persons1%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.