Dodge & Cox Balanced (DODBX)
* As of 31-Mar-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.53%|
Performance & Risk
|5y Avg Return:||11.51%|
|Rank in Category (ytd):||98|
|% Rank in Category (ytd):||10.27%|
|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 equity securities and debt 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. The fund may invest up to 20% of its total assets in U.S. dollar-denominated securities of non-U.S. issuers traded in the United States that are not in the S&P 500. View More