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DOXBX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$101.64
Change
+$0.77 (+0.76%)
Net Assets
14.99B

DOXBX Dodge & Cox Balanced X Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

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).

Industry description

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

Market Cap

The average market capitalization across the Dodge & Cox Balanced X MF is 284.83B. 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.

Volume

The average weekly volume growth across all stocks in the Dodge & Cox Balanced X MF was 124%. For the same stocks of the MF, the average monthly volume growth was 184% and the average quarterly volume growth was -8%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 57
P/E Growth Rating: 29
Price Growth Rating: 49
SMR Rating: 42
Profit Risk Rating: 48
Seasonality Score: 31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Dodge & Cox Funds40 Th FloorSan Francisco
Phone
1-800-621-3979
Web
www.dodgeandcox.com
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DOXBX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DOXBX has been closely correlated with PRWCX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if DOXBX jumps, then PRWCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DOXBX
1D Price
Change %
DOXBX100%
+0.76%
PRWCX - DOXBX
89%
Closely correlated
+0.72%
VBINX - DOXBX
88%
Closely correlated
+0.76%
VBIAX - DOXBX
87%
Closely correlated
+0.76%
VBAIX - DOXBX
85%
Closely correlated
+0.76%
RLBEX - DOXBX
80%
Closely correlated
+0.76%
More