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How is Dodge & Cox Balanced Fund (DODBX) Performing?

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Dodge & Cox Balanced (DODBX - Free Report) 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.

This Allocation Balanced fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth, Intermediate Bond. Further, as of the last filing, WELLS FARGO & CO, CAPITAL ONE FINANCIAL CORP and HEWLETT PACKARD CO were the top holdings for DODBX.

The Dodge & Cox Balanced fund, managed by Dodge & Cox , carries an expense ratio of 0.53.

DODBX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 10.7% and 5 year 9.5%. 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 top 1% over the past 3 years and in the 2% over the past 5 years.

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