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.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Pick the best mutual funds with the Zacks Rank.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report >>