Dodge Balanced Fund Quote
| DODBX Fund | USD 111.15 0.49 0.44% |
PerformanceGood
| Odds Of DistressLow
|
Dodge Cox is trading at 111.15 as of the 15th of September 2025; that is 0.44 percent decrease since the beginning of the trading day. The fund's open price was 111.64. Dodge Cox has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 17th of June 2025 and ending today, the 15th of September 2025. Click here to learn more.
Under normal circumstances no less than 25 percent and no more than 75 percent of its total assets will be invested in equity securities and no less than 25 percent of the funds total assets will be invested in fixed income investments. It may invest up to 30 percent of its total assets in equity or debt securities of non-U.S. More on Dodge Balanced Fund
Moving together with Dodge Mutual Fund
Dodge Mutual Fund Highlights
| Fund Concentration | Dodge & Cox Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Dodge & Cox (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 6th of June 2023 |
| Fiscal Year End | December |
Dodge Balanced Fund [DODBX] is traded in USA and was established 15th of September 2025. Dodge Cox is listed under Dodge & Cox category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Dodge & Cox family. This fund currently has accumulated 13.01 B in assets under management (AUM) with minimum initial investment of 2.5 K. Dodge Balanced is currently producing year-to-date (YTD) return of 9.29% with the current yeild of 0.02%, while the total return for the last 3 years was 10.79%.
Check Dodge Cox Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dodge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dodge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dodge Balanced Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dodge Balanced Fund Mutual Fund Constituents
| HPE | Hewlett Packard Enterprise | Stock | Information Technology | |
| OXY | Occidental Petroleum | Stock | Energy | |
| NVS | Novartis AG ADR | Stock | Health Care | |
| CHTR | Charter Communications | Stock | Communication Services | |
| WFC | Wells Fargo | Stock | Financials | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| MET | MetLife | Stock | Financials |
Dodge Balanced Risk Profiles
| Mean Deviation | 0.31 | |||
| Semi Deviation | 0.2824 | |||
| Standard Deviation | 0.4103 | |||
| Variance | 0.1683 |
Dodge Cox Against Markets
Other Information on Investing in Dodge Mutual Fund
Dodge Cox financial ratios help investors to determine whether Dodge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dodge with respect to the benefits of owning Dodge Cox security.
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