DODBX Mutual Fund
DODBX Mutual Fund
NAV$14.28
AUM$12.6B
TER0.52%
Holdings524
See how much of DODBX you already own
DODBX Mutual Fund
NAV$14.28
Dodge & Cox Balanced Fund
AUM$12.6B
TER0.52%
Holdings524
See how much of DODBX you already own
DODBX Mutual Fund Overlap Analysis
DODBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DODBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 524 holdings, DODBX may share significant positions with broad-market funds.
DODBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DODBX tax-loss harvesting finds highly correlated but non-identical funds.