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Dodge & Cox Balanced Fund Class I (DODBX)

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13.97 +0.02 +0.14%

- Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Dodge & Cox

Asset Class: Equity

Morningstar Rating:
Total Assets: 12.68B

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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 - 87.5%

Prev. Close13.95

Risk Rating

TTM Yield2.19%

ROE17.56%

IssuerDodge & Cox

Turnover9%

ROA7.25%

Inception DateJun 26, 1931

Total Assets12.68B

Expenses0.50%

Min. Investment2,500

Market Cap89.12B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1070	1044	1102	1406	1416	2503
Fund Return	7%	4.42%	10.16%	12.04%	7.2%	9.61%
Place in category	344	18	371	331	146	80
% in Category	68	4	74	65	29	22

Top Equity Funds by Dodge & Cox

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	69.47B	11.65	15.85	13.14
Dodge & Cox International Stock	50.54B	13.61	19.35	10.04
Dodge & Cox Global Stock	11.68B	13.28	16.03	11.88

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	132.04B	9.63	16.54	10.10
Vanguard Wellington Admiral	109.65B	6.70	14.79	9.99
American Funds American Balanced R6	62.44B	9.84	16.90	10.44
Vanguard Balanced Index Adm	51.48B	7.98	14.11	9.55
Fidelity Balanced	46.29B	11.29	16.27	11.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
CVS Health Corp	-	2.29	94.66	-0.66%
Taiwan Semiconductor	TW0002330008	2.20	2,410.00	-1.63%
Dodge & Cox Emerging Markets Stock	-	2.19	-	-
Charles Schwab	-	2.10	107.25	-0.07%
Humana	-	1.57	409.80	+2.26%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Dodge & Cox Balan.	13.97	+0.02	+0.14%