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Dodge & Cox Balanced I DODBX

Analyst rating as of
NAV / 1-Day Return
101.94  /  0.16 %
Total Assets
13.3 Bil
Adj. Expense Ratio
0.510%
Expense Ratio
0.510%
Fee Level
Low
Longest Manager Tenure
20.92 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
1.77%
Turnover
49%

Morningstar’s Fund Analysis DODBX

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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