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Dodge & Cox Balanced Fund Class I (DODBX)

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106.80 -0.53 -0.49%

21/02 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 12.42B

Type: Fund

Market: United States

Issuer: Dodge & Cox

Asset Class: Equity

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DODBX Overview

Find basic information about the Dodge & Cox Balanced Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add DODBX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change4.76%

Prev. Close107.33

Risk Rating

TTM Yield2.49%

ROE13.74%

IssuerDodge & Cox

Turnover11%

ROA4.93%

Inception DateJun 26, 1931

Total Assets12.42B

Expenses0.52%

Min. Investment2,500

Market Cap75.1B

CategoryAllocation - - 50% to 70% Equity

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Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1041	1027	1136	1188	1563	2310
Fund Return	4.07%	2.72%	13.58%	5.91%	9.35%	8.73%
Place in category	7	431	332	160	60	45
% in Category	2	58	44	26	13	11

Top Equity Funds by Dodge & Cox

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	69.8B	6.15	9.38	12.14
Dodge & Cox International Stock	38.78B	4.73	4.71	4.93
Dodge & Cox Global Stock	10.45B	5.40	6.89	8.87

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	113.6B	2.88	7.03	8.59
Vanguard Wellington Admiral	100.34B	2.27	6.17	8.84
American Funds American Balanced R6	57.09B	2.94	7.37	8.93
Vanguard Balanced Index Adm	47.01B	2.10	6.18	8.47
Fidelity Balanced K	42.26B	1.89	7.33	10.01

Top Holdings

Name	ISIN	Weight %	Last	Change %
Fiserv	US3377381088	2.61	232.34	-0.89%
Charles Schwab	US8085131055	2.21	80.44	-1.70%
Wells Fargo&Co	US9497461015	1.89	77.50	-1.44%
Rtx Corp	US75513E1010	1.57	123.29	-1.45%
CVS Health Corp	US1266501006	1.50	63.48	-2.47%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Dodge & Cox Balan.	106.80	-0.53	-0.49%