The team overseeing Dodge & Cox Balanced has recently taken positive steps to rein in risk and bring the oversight of the portfolio up to par with other top asset-allocation teams, but it remains a work in progress. Its People rating has been downgraded to Above Average from High, and as a result its Morningstar Analyst Rating has been downgraded to Bronze from Silver.
Will DODBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DODBX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DODBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DODBX’s parent organization’s priorities and whether they’re in line with investors’ interests.