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

15B

Fund Existence

almost 3 years

Turnover

34.00

Total Expense Ratio

0.42

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

4.46

Average Effective Maturity

10.04

Fund of Funds

Fund Share Class Net Assets

2.5B

Fund Type

OpenEnd

Index Fund

Management Fee

0.45

Modified Duration

4.61

No Load Fund

Yes

Number of Long Holdings

469.00

Number of Net Holdings

473.00

Number of Short Holdings

4.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

16.34%

Gain YTD

3.922

Annual Yield % from dividends

2.60

Returns for 1 year

4.00

Returns for 3 years

N/A

Returns for 5 years

N/A

Returns for 10 years

N/A

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details