Dodge & Cox Balanced (DODBX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.53%|
Performance & Risk
|5y Avg Return:||20.93%|
|Rank in Category (ytd):||50|
|% Rank in Category (ytd):||5.33%|
|Morningstar Risk Rating:||5|
The investment seeks regular income, conservation of principal, and an opportunity for long-term growth of principal and income.
The fund invests in a diversified portfolio of common stocks, preferred stocks, and fixed income securities. It primarily invests in companies that, in Dodge & Cox's opinion, appear to be temporarily undervalued by the stock market and have a favorable outlook for long-term growth. While the mix of equity and fixed income securities will vary depending on Dodge & Cox's outlook on the markets, under normal circumstances no more than 75% (and no less than 25%) of total assets will be invested in equity securities. View More