DODBX Mutual Fund

DODBX Mutual Fund (Dodge & Cox Balanced Fund) is managed by Dodge & Cox Funds with $12.60B in net assets. DODBX expense ratio is 0.52%, holding 524 positions across sectors including Financials, Health Care, Communication Services. Inception date: 1931-06-26.

DODBX performance shows a YTD return of 1.68%. The 1-year return is 4.04% and the 5-year return is 6.28%. DODBX dividend yield stands at 2.31%, paid quarterly.

DODBX top holdings include Cvs Health Corp (2.3%), Tsmc (2.2%), Dodge & Cox Emerging Markets Stock (2.2%), Schwab Strategic T (2.1%), Humana Inc. (1.6%). Go to all DODBX holdings, DODBX sectors, or DODBX dividends.

DODBX can be compared against other funds. Use DODBX overlap to find shared positions, or DODBX vs another fund for a side-by-side view. DODBX alternatives are available via the screener, along with tax-loss harvesting opportunities.