Morningstar dodge & cox balanced
WebMar 31, 2024 · Dodge & Cox Balanced Fund Class I DODBX: NAV: Change: Net Expense Ratio: YTD Return. ... The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three … WebDodge & Cox Balanced Investment Strategy The investment seeks regular income, conservation of principal, and an opportunity for long-term growth of principal and …
Morningstar dodge & cox balanced
Did you know?
WebDodge & Cox Balanced Fund Class I $95.18 DODBX0.33% American Funds EuroPacific Growth Fund® Class R-6 $53.64 RERGX0.15% Dodge & Cox Global Stock Fund Class I $13.38 DODWX0.83% Vanguard... WebOur friendly staff, expert technicians and ready-to-help finance department are more than willing to lend out a helping hand and find the Chrysler Jeep Dodge Ram of your dreams! …
WebTom O'Brien Chrysler Jeep Dodge Ram is your source for used cars in Indianapolis, IN. We carry all makes and models, along with certified pre-owned cars, trucks and SUVs. Browse … WebJan 29, 2013 · Dodge & Cox Stock, a member of the Kiplinger 25, beat the market by four percentage points over the past year. And Dodge & Cox Balanced is near the top of the list of one-year winners in...
WebMar 10, 2024 · Morningstar is an investment research and financial services firm that provides investment analysis, fund ratings, and other professional and investment services. WebSummary Prospectus Document/fe66e108461b32573beb652cf04372b9.msdoc?key=8e4aae5472d794c04c8d626a6392f8dad15671ad50f836cb#; …
WebJan 29, 2007 · FUND FACTS Dodge & Cox Balanced ( DODBX) Assets: $27.1 billion Manager (year started): team (1977, for most experienced team member) Returns (vs. S&P 500 Index)* 2006: 13.9% (15.8%) Three...
WebApr 7, 2024 · The fund was incepted in June 1931 and is managed by Dodge & Cox. The fund seeks regular income, conservation of principal and an opportunity for long-term growth of principal and income. The fund ... laurikainenWebDodge & Cox Balanced I DODBX ... Morningstar Equity Super Sectors as of 09-30-22 % Fund h Cyclical 31.95 j Sensitive 45.11 k Defensive 22.94 Morningstar F-I Sectors as of 09-30-22 % Fund % Category ⁄ Government 6.76 28.28 › Corporate 45.18 33.89 € Securitized 41.24 16.39 lauri kikerpillWebHere, the Dodge & Cox Balanced Fund underperformed the category average by 11 percentage points. As of March 31, 2015, about 70 percent of fund holdings were in large stocks with median... lauri kein kotcherWebFind the latest Dodge & Cox Balanced Fund Class X (DOXBX) stock quote, history, news and other vital information to help you with your stock trading and investing. lauri karvonenWebFeb 28, 2024 · Analyze the Fund Dodge & Cox Balanced Fund Class I having Symbol DODBX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. ... Morningstar has awarded this fund 5 stars based on its risk-adjusted performance compared to the 683 funds within its Morningstar Category. lauri kinkelaarWebFeb 28, 2024 · Dodge & Cox Balanced Fund - Class I: (MF: DODBX) (NASDAQ Mutual Funds) As of Mar 31, 2024 08:00 PM ET Add to portfolio $94.61 USD +0.72 (0.77%) Zacks MF Rank 1-Strong Buy 1 View All Zacks... austin griner tallahasseeWebDodge & Cox has contractually agreed to reimburse the Fund for all ordinary expenses to the extent necessary to maintain Total Annual Fund Operating Expenses of the Dodge & Cox Global Stock—Class X at 0.52% until April 30, 2024. This agreement cannot be terminated prior to April 30, 2024 other than by resolution of the Fund’s Board of Trustees. austin haacke