Dodge & Cox Balanced (DODBX)
95.61 0.26(0.27%) Dec 12
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.53%|
Performance & Risk
|5y Avg Return:||17.20%|
|Rank in Category (ytd):||1|
|% Rank in Category (ytd):||0.11%|
|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