DODBX Dodge & Cox Balanced I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Alphabet (NASDAQ:GOOG), Wells Fargo & Co (NYSE:WFC), Charles Schwab Corp (The) (NYSE:SCHW), Cigna Group (The) (NYSE:CI), Occidental Petroleum Corp (NYSE:OXY), Bank of New York Mellon Corp (NYSE:BK).

The investment seeks regular income, conservation of principal, and an opportunity for long-term growth of principal and income. Under normal circumstances no less than 25% and no more than 75% of its total assets will be invested in equity securities and no less than 25% of the fund’s total assets will be invested in fixed income investments. It may invest up to 30% of its total assets in equity or debt securities of non‑U.S. issuers that are not in the S&P 500 Index, provided that no more than 10% of the fund’s total assets may be invested in non‑U.S. dollar-denominated securities.

The average market capitalization across the Dodge & Cox Balanced I MF is 283.4B. The market cap for tickers in the group ranges from 41B to 1.94T. GOOG holds the highest valuation in this group at 1.94T. The lowest valued company is CHTR at 41B.

The average weekly volume growth across all stocks in the Dodge & Cox Balanced I MF was 76%. For the same stocks of the MF, the average monthly volume growth was 139% and the average quarterly volume growth was 142%