With a low management fee of 050 a year and low overall expenses of 052 Dodge Cox would. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV 1-Day Return.
Therefore you may have a gain or loss.
Dodge and cox balanced fund fees. Mixed-Asset Target Alloc Growth Funds. Dodge Cox Balanced Fund made its debut in December of 1967 and since then DODBX has accumulated about 1411 billion in assets per the most up-to-date date available. Rating and performance analysis for Dodge Cox Balanced Fund DODBX.
Dodge Cox Balanced Fund. Dodge Cox Balanced Fund. View mutual fund news mutual fund market and mutual fund interest rates.
Here we look at three of these funds. 1583B Through Feb 2017 There is no Net Asset data available to. The fund avoided the tech bubble and sailed steadily upward.
The following is our latest Fund Analyst Report for. Risk historical styles fees and expenses. Dodge Cox Balanced DODBX Morningstar Analyst Rating Analyst rating as of Jun 21 2021.
The fund invests in a diversified portfolio of equity securities and debt securities. Profile Assets Flows Fees Performance Retirement Managers. How To Invest Fund Directory Dodge Cox Balanced Fund.
Heres a look back at its performance from 2003 Dodge Cox and Morningstar reports. Dodge Cox Balanced Fund A Mutual Fund Second Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Dodge Cox Asset Class Allocation - Balanced Value Primary Index 60 Russ 1000 Val40 BloombergBarcl Agg Broad Based Index Morningstar Moderate Target Risk TR USD Net Assets 130942 Million Inception Date 06261931 Ticker DODBX Gross Expense Ratio 053 Morningstar Category. Research information including fund fees cost projections and minimum investments for Dodge Cox Balanced Fund.
Allocation--50 to 70 Equity. See fees data for Dodge Cox Balanced Fund DODBX. These include marketing fees known as 12b-1 fees as well as certain record keeping or shareholder services fees.
DODGE COX GLOBAL STOCK FUND DODWX View Prospectus. The Dodge Cox Balanced Fund Stock Fund. Dodge Cox Balanced Fund.
DODBX became one of the most highly recommended balanced funds during this time. Dodge Cox Balanced Fund DODBX Transaction FeeLoad Hypothetical Growth of 1000023 7312011-7312021 n Dodge Cox Balanced Fund 28853 n Allocation--50 to 70 Equity 21790 The performance data featured represents past performance which is no guarantee of future results. The funds current.
This Gold-rated fund is not a safe choice but its a strong one for the right kind of investor. You tripled your money over ten years with this consistent sector-topping choice. Funds usually pay brokers 025 to 035 of their assets to participate in these arrangements.
Research information including fund fees cost projections and minimum investments for Dodge Cox Stock Fund. DODBX is a Allocation Market All-In-One with MODERATE fees. Dodge Cox Balanced Fund Isnt for Everyone.
Dodge Cox Balanced Fund. The proportion of Fund assets invested in various classes of debt securities is determined based on Dodge Coxs appraisal of the economy the relative yields of securities in the various market sectors the investment prospects for issuers and other factors. Under normal circumstances no less than 25 and no more than 75 of the funds.
DODGE COX BALANCED FUND- Performance charts including intraday historical charts and prices and keydata. The Dodge Cox funds we highlight consistently beat their benchmarks and come with relatively low management fees. Steven Voorhis Fund Description.
See fees data for Dodge Cox Stock Fund DODGX. Some funds charge fees to cover marketing distribution and administrative expenses. Investment return and principal value of an investment will fluctuate.
DODBX A complete Dodge Cox Balanced Fund mutual fund overview by MarketWatch. Select a Share Class. The fund closed shortly afterward.
11829 032. In selecting debt securities Dodge Cox considers many factors including yield credit quality liquidity covenants call risk. Jun 26 1931.
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