Dodge & Cox Balanced (DODBX - Free Report) a Zacks Ranked #2 (Buy) was incepted in June 1931 and is managed by Dodge & Cox. DODBX seeks regular income, conservation of principal and an opportunity for long-term growth of principal and income. DODBX invests in a diversified portfolio of common stocks, preferred stocks and fixed-income securities. DODBX invests in companies that, in the advisors opinion, appear to be temporarily undervalued by the stock market but have a favorable outlook for long-term growth. DODBX may invest more than 75% of its total assets in stocks.
This Allocation Balanced fund, as of the last filing, allocates their fund in five major groups; Large Value, Intermediate Bond, Large Growth, Foreign Stock and Emerging Market. Further, as of the last filing, Wells Fargo & Company, Capital One Financial Corporation and Hewlett-Packard Company were the top holdings for DODBX.
The Dodge & Cox Balanced, managed by Dodge & Cox , carries an expense ratio of 0.53. Moreover, DODBX requires a minimal initial investment of $2,500.
DODBX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 5.24%, 3 year 15.06% and 5 year 12.99%. To see how this fund performed compared in its category, please click here.
DODBX’s performance, as of the last filing, when compared to funds in its category was in the top 44% in 1 year, top 1% over the past 3 years, and in the 1% over the past 5 years.
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