DODBX Rating, Research - Dodge & Cox Balanced

Dodge & Cox Balanced (dodbx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 73

Threats + Weaknesses = 60

When strengths & opportunities substantially exceed threats & weaknesses an investment in the dodbx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Dodge & Cox Balanced (DODBX) Description: DODBX is a mutual fund, which is an investment that owns a basket of assets. The DODBX mutual fund was provided by Dodge & Cox and this investment vehicle derives the majority of its value from equity holdings (stocks). Dodge & Coxs mutual fund has a long management tenure and is in the large fund size classification. DODBXs minimum initial investment amount is $2500 while the IRA minimum is $1000. DODBXs expense ratio is roughly 1%. The latest DODBXs front end load was 0% and the back end load was 0%. The Dodge & Cox Balanced (DODBX) mutual fund falls under the moderate allocation category. DODBX focuses its investments in USA and DODBX is not affiliated with a particular industry or fund sector. The Dodge & Cox Balanced (DODBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find DODBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of DODBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks regular income, conservation of principal, and an opportunity for long-term growth of principal and income. The fund invests in a diversified portfolio of common stocks (see stock research), preferred stocks (see stock research), and fixed income securities. It primarily invests in companies that appear to be temporarily undervalued by the stock market and have a favorable outlook for long-term growth. The fund normally invests no more than 75% of total assets in common stocks (see stock research), preferred stocks (see stock research) and that portion of the value of convertible securities attributable to the conversion right.

Management Analysis Update

Performance Analysis Update