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Dodge & Cox Balanced Fund Class I (DODBX)

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109.71 +0.29 +0.27%

21/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 12.29B

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. (ISIN: US2562011047)

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Rating

1-Year Change11.82%

Prev. Close109.42

Risk Rating

TTM Yield2.67%

ROE13.27%

IssuerDodge & Cox

Turnover11%

ROA4.58%

Inception DateJun 26, 1931

Total Assets12.29B

Expenses0.52%

Min. Investment2,500

Market Cap77.36B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1103	1020	1221	1173	1574	2213
Fund Return	10.28%	1.99%	22.09%	5.47%	9.5%	8.27%
Place in category	390	262	485	37	66	57
% in Category	50	37	63	9	14	13

Top Equity Funds by Dodge & Cox

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	68B	15.98	8.60	11.25
Dodge & Cox International Stock	39.84B	8.75	5.16	4.54
Dodge & Cox Global Stock	10.64B	9.85	7.12	8.40

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.51B	13.30	5.24	8.16
Vanguard Wellington Admiral	98.64B	12.38	4.27	8.38
American Funds American Balanced R6	55.41B	13.59	5.57	8.49
Vanguard Balanced Index Adm	46.01B	12.51	3.69	8.16
Fidelity Advisor Balanced C	42.26B	12.89	3.68	8.34

Top Holdings

Name	ISIN	Weight %	Last	Change %
Fiserv	US3377381088	2.67	217.41	-0.24%
Charles Schwab	US8085131055	1.91	80.80	+0.42%
Rtx Corp	US75513E1010	1.57	120.53	+1.16%
Wells Fargo&Co	US9497461015	1.54	74.83	+1.70%
CVS Health Corp	US1266501006	1.51	57.10	+0.48%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Dodge & Cox Balan.	109.71	+0.29	+0.27%