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Dodge & Cox Balanced I DODBX

Analyst rating as of | See Dodge & Cox Investment Hub
  • NAV / 1-Day Return 98.25  /  0.52 %
  • Total Assets 13.5 Bil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.510%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 1.82%
  • Turnover 49%

Morningstar’s Analysis DODBX

Will DODBX outperform in future?

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

Dodge & Cox Announces 2023 Personnel Plans; Ratings Unchanged

Analyst Note

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