Skip to Content

Dodge & Cox Balanced I DODBX

Analyst rating as of
NAV / 1-Day Return
102.45  /  1.44 %
Total Assets
14.1 Bil
Adj. Expense Ratio
0.510%
Expense Ratio
0.510%
Fee Level
Low
Longest Manager Tenure
20.37 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
1.50%
Turnover
49%
Premium

Morningstar’s Analysis

Will DODBX outperform in future?

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

Dodge & Cox Prepares to Launch New Fund Share Class; Ratings Unchanged

Analyst Note

| |

On Feb. 17, 2022, Dodge & Cox said it would launch a second share class--called X shares--or almost all of its U.S.-domiciled mutual funds. The new class is consistent with Dodge & Cox’s efforts to keep its funds competitively priced, so the Morningstar Analyst Ratings for its rated funds are unchanged.

Unlock our full analysis with Morningstar Premium