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Dodge & Cox Balanced I DODBX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Dodge & Cox Investment Hub

Morningstar’s Analysis DODBX

Will DODBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    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.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of DODBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A good option for value-focused investors.

Director Jason Kephart

Jason Kephart

Director

Summary

Dodge & Cox Balanced performs as expected, and management’s recent efforts to control the fund’s risks are proving effective. A longer track record of execution would increase our confidence that the changes will continue to provide a more balanced experience for investors.

by Jason Kephart
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