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Morningstar

Dodge & Cox Balanced I DODBX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

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.

Dodge & Cox Announces 2023 Personnel Plans; Ratings Unchanged

Director

Analyst Note

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