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Dodge & Cox Balanced Fund Class I (DODBX)

US Funds

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101.08 +3.83 +3.94%

09/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Dodge & Cox

Asset Class: Equity

Morningstar Rating:
Total Assets: 12.46B

General
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Dodge & Cox Balanced Fund Class I 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 Change - 1.39%

Prev. Close97.25

Risk Rating

TTM Yield2.50%

ROE13.74%

IssuerDodge & Cox

Turnover22%

ROA4.93%

Inception DateJun 26, 1931

Total Assets12.46B

Expenses0.52%

Min. Investment2,500

Market Cap75.1B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1048	1048	1091	1212	1960	2258
Fund Return	4.82%	4.82%	9.06%	6.62%	14.41%	8.49%
Place in category	11	11	31	29	7	19
% in Category	3	3	7	6	2	7

Top Equity Funds by Dodge & Cox

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	69.96B	3.54	8.56	11.37
Dodge & Cox International Stock	40.34B	9.68	7.60	4.90
Dodge & Cox Global Stock	10.64B	6.13	7.30	8.48

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	106.2B	-0.23	6.19	8.03
Vanguard Wellington Admiral	99.51B	-1.64	5.79	8.17
American Funds American Balanced R6	53.37B	-0.15	6.52	8.36
Vanguard Balanced Index Adm	46.71B	-1.84	5.20	7.78
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Fiserv	US3377381088	2.61	204.38	-2.85%
Charles Schwab	US8085131055	2.21	73.85	-1.86%
Wells Fargo&Co	US9497461015	1.89	63.11	-4.85%
Rtx Corp	US75513E1010	1.57	127.07	-1.06%
CVS Health Corp	US1266501006	1.50	68.97	-1.72%

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
Dodge & Cox Balan.	101.08	+3.83	+3.94%
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