Dodge & Cox Balanced Fund

A SEC Yield is an annualization of the Funds net investment income for the trailing 30-day period. Dodge Cox Balanced.

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Allocation--50 to 70 Equity.

Dodge & cox balanced fund. Established in 1931 the Dodge Cox Balanced Fund certainly has staying power. Dodge Cox Balanced Fund Fund DODBX. Dodge Cox Balanced Fund DODBX Transaction FeeLoad Hypothetical Growth of 1000023 4302011-4302021 n Dodge Cox Balanced Fund 26907 n Allocation--50 to 70 Equity 20537 The performance data featured represents past performance which is.

Both will stay on. Voorhis who started at Dodge Cox in 1996 has served as an analyst and member of the US. Dow Jones a News Corp companyAbout WSJ.

Dodge Cox Balanced Fund. If you have any additional questions please call a Dodge Cox Funds Client Services Representative at 800-621-3979. For answers to commonly asked questions please review our FAQs page.

View mutual fund news mutual fund market and mutual fund interest rates. 11660 039 034 At close. Dodge Cox Balanced.

Dodge Cox Balanced DODBX. And global-equity investment committees. Under normal circumstances no less than 25 and no more than 75 of the Funds total assets will be invested in equity securities.

Strategy The Fund invests in a diversified portfolio of equity securities and debt securities. View the latest Dodge Cox Balanced Fund DODBX stock price news historical charts analyst ratings and financial information from WSJ. The Fund seeks regular income conservation of principal and an opportunity for long-term growth of principal and income.

04302021 1200 AM NAV. May 26 802PM EDT. Analyst rating as of Jun 23 2020.

Dodge Cox Balanced Fund A Mutual Fund Fourth Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Dodge Cox Asset Class Allocation - Balanced Value Primary Index 60 Russ 1000 Val40 BloombergBarcl Agg Broad Based Index Morningstar Moderate Target Risk TR USD Net Assets 139787 Million Inception Date 06261931 Ticker DODBX Gross Expense Ratio 053. Dodge Cox Balanced Fund. B The Fund holds a short SP 500 futures position with a notional value of approximately -54 of the Funds total net assets.

Dodge Cox Funds will report the cost basis information to you and to the IRS on Form 1099-B in January following the year in which a sale of covered shares occurs. The Morningstar Analysis section contains a thorough evaluation of an investments merits and drawbacks and often discusses the most. Dividends paid by the Fund may be higher or lower than implied by the SEC Yield.

Quote Fund Analysis Performance Risk Price Portfolio People Parent. Dodge Cox Income Fund DODIX With 691 billion of AUM as of January 20 2021 the Dodge Cox Income Fund DODIX seeks high and stable. The fund has returned 4999 percent over the past year 1112 percent over the past three years 1208 percent over the past five years and 1032 percent over the past decade.

Fixed Income Investment Committee eight members average tenure at Dodge Cox of 21 years is responsible for managing the debt portion of the Fund. As its name suggests the fund holds a stock-and-bond balance although its not simply a 50-50 mix. Equity Investment Committee nine members average tenure at Dodge Cox of 22 years is responsible for determining the asset allocation of the Fund and managing the equity portion of the Fund.

644--After taxes on distributions and sale of fund shares. For more information on available cost basis methods please see Dodge Cox Funds cost basis overview page. DODBX A complete Dodge Cox Balanced Fund mutual fund overview by MarketWatch.

Dodge Coxs US. Dodge Cox Balanced Fund DODBX Nasdaq - Nasdaq Delayed Price. Dodge Coxs US.

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