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Dodge & Cox Balanced (DODBX) Fund Ranking and Research

Ranking, Research and Recommendation of Dodge & Cox Balanced (DODBX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Dodge & Cox Balanced Fund (DODBX) ManagerFund Manager - Dana C. Emery

Fund Manager Information

Fund Manager Tenure: 34.0 years
Fund Family: Dodge & Cox
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)

 

Graph of Dodge & Cox Balanced Fund (DODBX) ProfileDodge & Cox Balanced Fund (DODBX) Profile

Fund Profile and Description

Dodge & Cox Balanced Fund seeks regular income, conservation of principal, and an opportunity for long-term growth of principal and income. Dodge & Cox Balanced Fund invests in a diversified portfolio of common stocks, preferred stocks, and fixed income securities. It primarily invests in companies that appear to be temporarily undervalued by the stock market and have a favorable outlook for long-term growth. Dodge & Cox Balanced Fund normally invests no more than 75% of total assets in common stocks, preferred stocks and that portion of the value of convertible securities attributable to the conversion right.

 

Dodge & Cox Balanced (DODBX) Fund Strength What we like about Dodge & Cox Balanced (DODBX) Fund

Data for Dodge & Cox Balanced Fund (DODBX) as of May 30, 2016

  • Dodge & Cox Balanced Fund (DODBX) management has been with Dodge & Cox Balanced Fund for 34.0 years
  • Dodge & Cox Balanced Fund (DODBX) has good short-term performance (1-year return -1.61% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • Dodge & Cox Balanced Fund (DODBX) has good mid-term performance (3-year return 7.64% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • Dodge & Cox Balanced Fund (DODBX) has good Long-term performance (5-year return 8.75% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • Dodge & Cox Balanced Fund (DODBX) ratio of up-years vs down years is greater than 2
  • Dodge & Cox Balanced Fund (DODBX) has a Morningstar rating of 4 and above
  • Asset base in Dodge & Cox Balanced Fund (DODBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Dodge & Cox Balanced Fund (DODBX) has an annual stock turnover rate of 20.00% vs Allocation--50% to 70% Equity average of 53.61%. It is good that Dodge & Cox Balanced management does not trade extensively for its return.
  • Dodge & Cox Balanced Fund (DODBX) has a lower expense ratio than its Allocation--50% to 70% Equity average: 0.53% vs 0.85%
  • Dodge & Cox Balanced Fund (DODBX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Dodge & Cox Balanced Fund (DODBX) Weakness What we are cautious about Dodge & Cox Balanced (DODBX) Fund

Data for Dodge & Cox Balanced Fund (DODBX) as of May 30, 2016

  • Dodge & Cox Balanced Fund (DODBX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.91 that is higher than category average of 7.71
See Dodge & Cox Balanced Fund (DODBX) performance details as of May 30, 2016

 

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Compare Dodge & Cox Balanced Fund (DODBX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Dodge & Cox Balanced3.77-1.617.648.75
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare Dodge & Cox Balanced Fund (DODBX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of Dodge & Cox Balanced Fund (DODBX) Net Asset TrackingDodge & Cox Balanced (DODBX) Fund Net Asset

Track net asset change of Dodge & Cox Balanced fund (DODBX)

DateNet Asset
05/2016$14.21B
03/2016$13.90B
02/2016$13.45B
More historic net asset information on Dodge & Cox Balanced Fund (DODBX)

  

Graph of Dodge & Cox Balanced Fund (DODBX) Portfolio TrackingDodge & Cox Balanced (DODBX) Fund Portfolio Allocation

Track portfolio allocation change of Dodge & Cox Balanced fund (DODBX)

DateCashStockBondOther
03/20161.22%68.57%29.65%0%
12/20151.57%65.95%31.78%0.15%
09/20151.37%65.48%32.31%0.29%
Click here to see more historic asset allocation information on Dodge & Cox Balanced Fund (DODBX)

 

graph of Dodge & Cox Balanced Fund (DODBX) Top 10 Position TrackingTop 10 Holdings in Dodge & Cox Balanced (DODBX) Fund

Discover what Dodge & Cox Balanced Fund (DODBX) manager is buying

Mar 30, 2016
Time Warner Cable Inc Common St [2.72%]
Capital One Financial Corporati [2.65%]
Wells Fargo & Company Common St [2.57%]
Charles Schwab Corporation (The [2.34%]
Microsoft Corporation [2.23%]
Bank of America Corporation Com [2.2%]
Hewlett Packard Enterprise Comp [2.19%]
Time Warner Inc. New Common Sto [2.03%]
Comcast Corporation [2.02%]
Schlumberger N.V. Common Stock [1.97%]

Dec 30, 2015
Wells Fargo & Company Common St [2.82%]
Microsoft Corporation [2.68%]
Capital One Financial Corporati [2.62%]
Charles Schwab Corporation (The [2.59%]
Time Warner Cable Inc Common St [2.58%]
Bank of America Corporation Com [2.27%]
Novartis AG Common Stock [1.99%]
EMC Corporation Common Stock [1.83%]
Comcast Corporation [1.81%]
Schlumberger N.V. Common Stock [1.8%]

Sep 29, 2015
Wells Fargo & Company Common St [2.73%]
Capital One Financial Corporati [2.67%]
HP Inc. Common Stock [2.62%]
Time Warner Cable Inc Common St [2.54%]
Microsoft Corporation [2.44%]
Bank of America Corporation Com [2.19%]
Novartis AG Common Stock [2.18%]
Charles Schwab Corporation (The [2.06%]
Comcast Corporation [1.89%]
Sanofi ADR [1.88%]
Click here for Stock Holding Change Map in Dodge & Cox Balanced Fund (DODBX)

  

Latest News on Dodge & Cox Balanced (DODBX) Fund

See what is happening with Dodge & Cox Balanced Fund (DODBX)

 

Dodge & Cox Balanced Fund (DODBX) Related ResourcesSee more information on Dodge & Cox Balanced (DODBX) Fund

Popular pages on Dodge & Cox Balanced (DODBX) Fund

  

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