Dodge & Cox Balanced has delivered exceptional performance during 2022’s turbulent start, but a newly installed management committee and continued tweaks to the process continue to support a Morningstar Analyst Rating of Bronze.
Morningstar’s Fund Analysis DODBX
Will DODBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DODBX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DODBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DODBX’s parent organization’s priorities and whether they’re in line with investors’ interests.