Dodge & Cox Balanced Fund (DODBX)
Dodge & Cox Balanced Fund operates in the Asset Management industry of the Financial Services sector, headquartered in San Francisco, CA, US. The stock last traded at $13.64, down 0.15% on the session, giving a market capitalisation of $14.19B. Its beta of 0.81 implies it has historically moved less than the broad market.
The Dodge & Cox Balanced Fund aims to provide investors with consistent income, protect their initial investment, and foster long-term appreciation of both capital and earnings. It achieves this by strategically allocating its resources across a varied collection of stocks (equity securities) and bonds (debt securities). Typically, under standard market conditions, the fund commits between 25% and 75% of its total assets to equity holdings. Additionally, it has the flexibility to invest up to 20% of its total capital in U.S. dollar-denominated shares or bonds from non-U.S. companies, provided these instruments are traded within the United States and are not constituents of the S&P 500 Index.
Dodge & Cox Balanced Fund is most often compared with the following Financial Services names: