Dodge & Cox Balanced Fund (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. The fund 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. The fund may invest more than 75% of its total assets in stocks.
This Allocation Balanced product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 7.9% and 5 year 12.1%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
DODBX’s performance, as of the last filing, when compared to funds in its category was in the top 1% over the past 1 year, over the past 3 years and also over the past 5 years.
The Dodge & Cox Balanced Fund, as of the last filing, allocates their fund in top three major groups; Large Value, Large Growth and Foreign Bond. Further, as of the last filing, Bank Of America Corp, Capital One Financial Cor and Wells Fargo & Co were the top holdings for DODBX.
This Zacks Rank #3 (Hold) was incepted in June 1931 and is managed by Dodge & Cox. DODBX carries an expense ratio of 0.53% and requires a minimal initial investment of $2,500.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week.