Dodge & Cox Balanced DODBX
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A 'Sandwich Generation' Couple Checks Their Retirement Readiness
… 990 1.95 Jeff's Old 401(k): Fidelity Magellan FMGKX 29,435 1.43 Jeff's Old 401(k): Dodge & Cox Balanced DODBX 27,821 1.35 Jeff's Old 401(k):UBS Multi-Asset MAIAX 191,804 9.33 N/A Jeff's 401(k): American Capital …
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Dodge & Cox on Nokia
… don't think I've ever seen more investor affirmation of DODBX as being tagged the most comfortable "sleep well at night ..... there. We had also seen investors who had DODGX + DODFX or DODBX as substantial core positions in their portfolios and cited …
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What Are You Putting in Your IRA?
… date vehicle. "I contributed the max to a Roth IRA before Dec. 31, with some of the money going into Dodge and Cox Balanced DODBX and the remainder going into Vanguard Target 2040 VFORX." Rforno is deploying money into Roths for both …
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WHG Income Opportunity Inst (WHGIX) - note to FD
FD do you still own this? You were steering me to it last year when I mused about DODBX (I never did end up selling any OAKBX or buying any DODBX , and I'm perfectly happy about that). I just happened to note that WHGIX looks like it …
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401k help
… retirement. Not counting social security and a very small pension. American Euro Pacific (AEPGX) 15% Dodge and Cox Balance ( DODBX ) 15% Loomis Sayles Bond (LSBRX) 3% Pimco Bond (PTTDX) 7% Mathews Dividend (MAPIX) 5% Openheimer Dev. Markets (ODMAX …
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401k help
… else ? Can anyone advise how I can improve on my lineup of funds ? American Euro Pacific (AEPGX) 15% Dodge and Cox Balance ( DODBX ) 15% Loomis Sayles Bond (LSBRX) 3% Pimco Bond (PTTDX) 7% Mathews Dividend (MAPIX) 5% Openheimer Dev. Markets (ODMAX …
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From Barron’s, December 19, 2011 (Part 2)
… could be good candidates for tax-loss selling. Funds with low star ratings but high analyst ratings include NYVRX, CFIMX, DODBX . Pg 44: For 2012, here are some ETF recommendations from Barron’s Top 100 Advisors: EEM (emerging markets), SPY (US …
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These Funds Are Better Than They Look
… companies than its average peer and that it also has higher average earnings and free cash flow yields. Dodge & Cox Balanced DODBX Like Clipper, performance at the Gold-rated Dodge & Cox Balanced has looked better in the past than it does now--hence …
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my 401k options...
… DFFVX) Int: DODGE & COX INTL STK (DODFX) Vanguard Int'l Growth Fund Admiral Shares (VWLIX) Bal: DODGE & COX BALANCED ( DODBX ) Bond: PIM TOTAL RT INST (PTTRX) I do also have all the fidelity freedom funds to pick from as well. 2020, 2030, 2040 …
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limited 401K options.
… DFFVX) Int: DODGE & COX INTL STK (DODFX) Vanguard Int'l Growth Fund Admiral Shares (VWLIX) Bal: DODGE & COX BALANCED ( DODBX ) Bond: PIM TOTAL RT INST (PTTRX) I do also have all the fidelity freedom funds to pick from as well. 2020, 2030, 2040 …