DODBX : Dodge & Cox Balanced Fund

DODBX is a Allocation Market All-In-One with MODERATE fees.

DODBX

Dodge & Cox Balanced Fund

FI Score

72 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

72% FI Score
  • dodbx
  • Mutual Fund
  • Allocation
  • All-In-One

Dodge & Cox Balanced Fund

Expenses: 0.53% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks regular income, conservation of principal, and an opportunity for long-term growth of principal and income. The fund invests in a diversified portfolio of equity securities and debt securities. Under normal circumstances no less than 25% and no more than 75% of the fund's total assets will be invested in equity securities. It may invest up to 20% of its total assets in U.S. dollar-denominated equity or debt securities of non-U.S. issuers traded in the United States that are not in the S&P 500 Index.

Largest Holdings

Amount Holding
2.91% Charles Schwab Corp
2.88% Alphabet Inc Class C
2.70% FedEx Corp
2.55% Microsoft Corp
2.41% Bank of America Corp
2.27% Comcast Corp Class A
2.24% HP Inc
2.22% Cigna Corp
2.17% Wells Fargo & Co
1.94% Charter Communications Inc A
1.89% Capital One Financial Corp
1.87% Sanofi SA ADR
1.69% UnitedHealth Group Inc
1.68% MetLife Inc
1.68% Novartis AG ADR
1.67% Bristol-Myers Squibb Company
1.63% Goldman Sachs Group Inc
1.59% Johnson Controls International PLC
1.59% Microchip Technology Inc
1.56% Utd Tech
1.47% GlaxoSmithKline PLC ADR
1.44% Booking Holdings Inc
1.38% Bank of New York Mellon Corp
1.33% Dell Technologies Inc Class C
1.24% AstraZeneca PLC ADR

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