OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

DOXBX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Dodge & Cox Balanced X (DOXBX) Ownership - Who owns Dodge & Cox Balanced X?

The investment seeks income and long-term capital appreciation... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

DOXBX

Net Assets

14.1B

Fund Existence

about 3 years

Turnover

22.00

Total Expense Ratio

0.43

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.47

Assets in Top Ten Holdings

2.41B

Average Credit Quality

Average Effective Duration

4.58

Average Effective Maturity

9.36

Fund of Funds

Fund Share Class Net Assets

2.15B

Fund Type

OpenEnd

Index Fund

Management Fee

0.45

Modified Duration

4.76

No Load Fund

Yes

Number of Long Holdings

479.00

Number of Net Holdings

482.00

Number of Short Holdings

3.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

17.46%

Gain YTD

5.248

Annual Yield % from dividends

2.57

Returns for 1 year

4.67

Returns for 3 years

10.23

Returns for 5 years

N/A

Returns for 10 years

N/A

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category ModerateAllocation

Profile

Fundamentals

Details