DOXBX Mutual Fund

DOXBX Mutual Fund (Dodge & Cox Balanced Fund Class X) is managed by Dodge & Cox Funds with $12.60B in net assets. DOXBX expense ratio is 0.42%, holding 524 positions across sectors including Financials, Health Care, Communication Services. Inception date: 2022-05-02.

DOXBX performance shows a YTD return of 6.06%. The 1-year return is 13.23% and the 5-year return is 7.56%. DOXBX dividend yield stands at 6.82%, paid quarterly.

DOXBX 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 DOXBX holdings, DOXBX sectors, or DOXBX dividends.

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