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Dodge & Cox Balanced DODBX

Analyst rating as of
NAV / 1-Day Return
118.70  /  0.18 %
Total Assets
15.2 Bil
Adj. Expense Ratio
0.530%
Expense Ratio
0.530%
Fee Level
Low
Longest Manager Tenure
35.81 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.44%
Turnover
54%
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Morningstar’s Analysis

Will DODBX outperform in future?

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

Striving for balance.

Senior Analyst

Summary

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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.

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