As it often does each January, Dodge & Cox recently announced plans for investment-team changes over the next 12-18 months. This year's announcement included key upcoming retirements and minor changes to its deep, experienced investment committees. The moves are consistent with the firm's careful succession planning and build upon groundwork laid in the past two years. As such, the transitions should be smooth, so the Dodge & Cox funds retain their People and Parent Pillar ratings and their respective Morningstar Analyst Ratings.
Dodge & Cox Balanced DODBX
NAV / 1-Day Return
109.47
/
0.05
%
Total Assets
14.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.530%
Expense Ratio
0.530%
Fee Level
Below Average
Longest Manager Tenure
35.17
years
Category
Allocation--50% to 70% Equity
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
1.97%
Turnover
35%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Dodge & Cox Is Prepared for Upcoming Management Changes; Ratings Unchanged
