Dodge & Cox Balanced (DODBX)
* As of 31-May-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Category:||Allocation--50% to 70% Equity|
|Annual Report Expense Ratio (net):||0.53%|
Performance & Risk
|5y Avg Return:||8.75%|
|Rank in Category (ytd):||20|
|% Rank in Category (ytd):||2.11%|
|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 equity securities and debt securities. Under normal circumstances no less than 25% and no more than 75% of total assets will be invested in equity securities. 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 Index. View More