Dodge & Cox Balanced
for period ending June 30, 2020
This portfolio is provided by Dodge & Cox.
DODBX is the ticker for this portfolio. This ticker appears in the scatterplots below and on the Summary Page showing all portfolios. You can invest in this portfolio using the ticker "DODBX" at
FolioInvesting.com or your favorite brokerage. See
How to Invest (below) for more details on how buy this portfolio.
Use this page to find a high return, lower risk portfolio recipe using the Choose – Invest – Rebalance
TM process
- Choose a portfolio recipe that meets your needs by comparing return, risk, and cost. See How to Choose below.
- Invest in a portfolio recipe by buying the underlying ingredients. See How to Invest below.
- Rebalance your portfolio to keep the mix of ingredients up-to-date. See How to Rebalance below.
Risk vs. return for DODBX: The scatterplots below show the best portfolios as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this portfolio. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.
For more metrics (
Total Return,
Risk and Volatility,
Correlation) scroll down on this page. The Summary Page compares all portfolios.
Maximum Drawdown vs. Annual Return
●DODBX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
Description Dodge & Cox Balanced gives investors access to a risk-driven portfolio portfolio that uses a variety of securities to achieve a targeted risk level. This portfolio is a mutual fund and implements a particular asset allocation approach that is directed by the fund manager.
Category Tactical: Managed
Ingredients used This portfolio invests in a variety of securities to achieve a targeted risk level.
Peer Group Tactical: Managed. See
How to Invest, below. You can see how this portfolio has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is a mutual fund and its holdings are determined by the fund's manager, Dodge & Cox. The investment seeks regular income, conservation of principal, and an opportunity for long-term growth of principal and income. The fund invests in a diversified portfolio of equity securities and debt securities. It typically invests in companies that, in Dodge & Cox's opinion, appear to be temporarily undervalued by the stock market but have a favorable outlook for long-term growth. The fund may invest up to 20% of its total assets in U.S. dollar-denominated securities of non-U.S. issuers traded in the United States that are not in the S&P 500. You may consult www.dodgeandcox.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost- Since this is a mutual fund, you can purchase this directly through your broker using the ticker DODBX. A flat-rate broker like FolioInvesting.com can minimize your brokerage fees. See How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
You can invest in this portfolio by buying the ticker symbol "DODBX" at
FolioInvesting.com or your favorite brokerage.
You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.
for period ending June 30, 2020
Downside Deviation vs. Annual Return
●DODBX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●DODBX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
for period ending June 30, 2020
5-year graph ●DODBX●Global equities (ACWI)●U.S. equities (SPY)●U.S. bonds (BND)●60% Equity / 40% Bonds (s.6040)
for period ending June 30, 2020
for period ending June 30, 2020
| | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year |
| to Global Stocks (ACWI) | 0.98 | 0.95 | 0.93 | 0.92 | 0.93 | |
| to S&P500 (SPY) | 0.98 | 0.95 | 0.94 | 0.94 | 0.96 | 0.96 |
| to U.S. Bonds (BND) | 0.37 | 0.11 | -0.01 | -0.03 | -0.12 | 0.05 |
| to Commodities (DBC) | 0.72 | 0.64 | 0.52 | 0.49 | 0.59 | 0.52 |
| to Gold (GLD) | 0.26 | 0.11 | -0.05 | -0.08 | 0.03 | 0.04 |
