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Dodge & Cox Balanced Fund Class I (DODBX)

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14.13 +0.04 +0.28%

11/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Dodge & Cox

Asset Class: Equity

Morningstar Rating:
Total Assets: 12.08B

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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 Change1.44%

Prev. Close14.09

Risk Rating

TTM Yield2.21%

ROE18.41%

IssuerDodge & Cox

Turnover9%

ROA8.13%

Inception DateJun 26, 1931

Total Assets12.08B

Expenses0.50%

Min. Investment2,500

Market Cap102.32B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1021	991	1040	1370	1388	2369
Fund Return	2.13%	-0.92%	4.04%	11.07%	6.77%	9.01%
Place in category	458	244	442	397	227	110
% in Category	92	56	87	82	48	30

Top Equity Funds by Dodge & Cox

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	67.25B	5.18	14.56	12.34
Dodge & Cox International Stock	47.33B	8.87	18.74	9.57
Dodge & Cox Global Stock	11.28B	7.91	15.23	11.23

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	129.72B	6.91	16.96	9.82
Vanguard Wellington Admiral	107.52B	5.93	15.86	9.92
American Funds American Balanced R6	60.01B	7.15	17.32	10.16
Vanguard Balanced Index Adm	50.41B	6.41	15.05	9.38
Fidelity Balanced	45.83B	10.50	17.51	11.55

Top Holdings

Name	ISIN	Weight %	Last	Change %
Dodge & Cox Emerging Markets Stock	-	2.72	-	-
Taiwan Semiconductor	TW0002330008	2.31	2,340.00	-2.30%
Charles Schwab	-	2.21	91.72	-1.14%
Amazon.com	-	2.00	267.44	+0.48%
CVS Health Corp	-	1.85	89.79	+0.30%

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
Dodge & Cox Balan.	14.13	+0.04	+0.28%
IKEM	645.05	-8.45	-1.29%
PKG	250.58	-2.43	-0.96%