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Dodge & Cox Balanced I DODBX

Analyst rating as of

Morningstar’s Analysis

Will DODBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Making the best of a bad time.

Summary

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Dodge & Cox Balanced has delivered exceptional performance during 2022’s turbulent start, but a newly installed management committee and continued tweaks to the process continue to support a Morningstar Analyst Rating of Bronze.

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