Dodge Cox Balanced Fund Quote
| DOXBX Fund | USD 110.11 0.37 0.34% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Dodge Cox is trading at 110.11 as of the 25th of November 2024; that is 0.34% up since the beginning of the trading day. The fund's open price was 109.74. Dodge Cox has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Dodge Cox Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
Under normal circumstances no less than 25 percent and no more than 75 percent of its total assets will be invested in equity securities and no less than 25 percent of the funds total assets will be invested in fixed income investments. It may invest up to 30 percent of its total assets in equity or debt securities of non-U.S. More on Dodge Cox Balanced
Moving together with Dodge Mutual Fund
| 0.93 | DODGX | Dodge Stock Fund | PairCorr |
| 1.0 | DODBX | Dodge Balanced | PairCorr |
| 0.61 | DODWX | Dodge Global Stock | PairCorr |
Moving against Dodge Mutual Fund
Dodge Mutual Fund Highlights
| Fund Concentration | Dodge & Cox Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Dodge & Cox, Large Value, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
Dodge Cox Balanced [DOXBX] is traded in USA and was established 25th of November 2024. Dodge Cox is listed under Dodge & Cox category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Dodge & Cox family. This fund currently has accumulated 12.64 B in assets under management (AUM) with minimum initial investment of 2.5 K. Dodge Cox Balanced is currently producing year-to-date (YTD) return of 12.39% with the current yeild of 0.03%, while the total return for the last year was 18.58%.
Check Dodge Cox Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dodge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dodge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dodge Cox Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dodge Cox Balanced Mutual Fund Constituents
| CI | Cigna Corp | Stock | Health Care | |
| COF | Capital One Financial | Stock | Financials | |
| FISV | Fiserv Inc | Stock | Information Technology | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| OXY | Occidental Petroleum | Stock | Energy | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| VMW | VMware Inc | Stock | Information Technology |
Dodge Cox Balanced Risk Profiles
| Mean Deviation | 0.3014 | |||
| Semi Deviation | 0.2746 | |||
| Standard Deviation | 0.4 | |||
| Variance | 0.16 |
Dodge Cox Against Markets
Other Information on Investing in Dodge Mutual Fund
Dodge Cox financial ratios help investors to determine whether Dodge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dodge with respect to the benefits of owning Dodge Cox security.
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