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Dodge & Cox Balanced Fund Class I (DODBX)

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13.68 -0.08 -0.58%

06/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 12.71B

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 Change - 87.26%

Prev. Close13.76

Risk Rating

TTM Yield2.40%

ROE16.27%

IssuerDodge & Cox

Turnover17%

ROA6.23%

Inception DateJun 26, 1931

Total Assets12.71B

Expenses0.52%

Min. Investment2,500

Market Cap81.68B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1017	1043	1118	1365	1596	2696
Fund Return	1.7%	4.25%	11.84%	10.93%	9.8%	10.43%
Place in category	273	137	296	327	32	39
% in Category	52	22	56	66	9	14

Top Equity Funds by Dodge & Cox

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	69.31B	3.86	15.47	14.11
Dodge & Cox International Stock	49.17B	10.21	20.73	11.63
Dodge & Cox Global Stock	11.28B	6.26	16.90	13.17

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	129.07B	4.24	17.15	10.53
Vanguard Wellington Admiral	107.1B	0.73	15.42	10.52
American Funds American Balanced R6	64.23B	4.27	17.51	10.87
Vanguard Balanced Index Adm	49.6B	1.33	14.66	9.93
Fidelity Balanced	43.66B	2.24	16.91	11.88

Top Holdings

Name	ISIN	Weight %	Last	Change %
Charles Schwab Corp	-	2.39	-	-
CVS Health Corp	-	2.32	-	-
GSK PLC ADR	-	1.63	-	-
Alphabet Inc Class C	-	1.59	-	-
RTX Corp	-	1.57	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Dodge & Cox Balan.	13.68	-0.08	-0.58%
	KOSPI	5,251.87	-333.00	-5.96%