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 6.01%. The 1-year return is 13.15% and the 5-year return is 7.14%. DODBX dividend yield stands at 6.72%, paid quarterly.

DODBX top holdings include Schwab Strategic T (2.1%), Occidental Petroleum Corp. (1.7%), Cvs Health Corp. (1.7%), GSK plc (1.6%), Taiwan Semiconductor Manufacturing Co. Ltd. (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.