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Dodge & Cox Balanced DODBX

Analyst rating as of
NAV / 1-Day Return
108.49  /  0.04 %
Total Assets
15.3 Bil
Adj. Expense Ratio
0.530%
Expense Ratio
0.530%
Fee Level
Below Average
Longest Manager Tenure
36.07 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.47%
Turnover
54%
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Morningstar’s Analysis

Will DODBX outperform in future?

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

Annual Personnel Update Does Not Change Dodge & Cox Funds’ Ratings

Senior Analyst

Analyst Note

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Each January, Dodge & Cox announces personnel changes, including expected retirements and moves affecting its investment committees. Its 2022 plans include a key equity investor’s retirement and the creation of its seventh investment committee. The transparency and gradual transitions reinforce Dodge & Cox’s High Parent rating; the Morningstar Analyst Ratings for its funds are unchanged.

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