Dodge & Cox Balanced Fund (DODBX) Research

The Dodge & Cox Balanced Fund aims to provide investors with consistent income, protect their initial investment, and foster long-term appreciation of both capital and earnings. It achieves this by strategically allocating its resources across a varied collection of stocks (equity securities) and bonds (debt securities). Typically, under standard market conditions, the fund commits between 25% and 75% of its total assets to equity holdings. Additionally, it has the flexibility to invest up to 20% of its total capital in U.S. dollar-denominated shares or bonds from non-U.S. companies, provided these instruments are traded within the United States and are not constituents of the S&P 500 Index.

Market snapshot

Symbol
DODBX
Price
$13.64
Day change
-0.15%
Market cap
$14.8B
52-week range
13.07-14.06
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Causeway International Value Fund (CIVVX)
  • Northern Stock Index Fund (NOSIX)
  • First Eagle Overseas Fund (SGOIX)
  • Columbia Contrarian Core Fund (SMGIX)
  • T. Rowe Price Dividend Growth Fund (TADGX)
  • T. Rowe Price Mid-Cap Value Fund (TRMCX)

Open Dodge & Cox Balanced Fund (DODBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.