DOXBX Mutual Fund
DOXBX Mutual Fund
NAV$14.18
AUM$12.6B
TER0.42%
Holdings524
See how much of DOXBX you already own
DOXBX Mutual Fund
NAV$14.18
Dodge & Cox Balanced Fund Class X
AUM$12.6B
TER0.42%
Holdings524
See how much of DOXBX you already own
DOXBX Mutual Fund Overlap Analysis
DOXBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DOXBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 524 holdings, DOXBX may share significant positions with broad-market funds.
DOXBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DOXBX tax-loss harvesting finds highly correlated but non-identical funds.