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
San Francisco, CA
Service providers
Reported gross assets
$3.9B▲ 1%
Mar '25Form ADV, monthlyAug '26
How this fund compares
Gross assetsTop 2%
Larger than 98% of 67,603 private funds
Gross assets vs Other Private FundsTop 1%
Larger than 99% of 8,940 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.