Dodge Cox Mutual Fund Money Managers
DOXBX Fund | USD 110.96 0.25 0.23% |
Break down of Dodge Cox's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Dodge Cox's future under-performance.
Dodge |
Symbol | DOXBX |
Name | Dodge Cox Balanced |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Dodge Cox Balanced Leadership is currently not available.
If you believe this information is not accurate please let us know and we will check it out. Check all delisted instruments across multiple markets.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Thematic Opportunities
Explore Investment Opportunities
Dodge Cox Net Asset Comparison
Dodge Cox Balanced is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 15.07 Billion. Dodge Cox totals roughly 12.64 Billion in net asset claiming about 84% of funds in Allocation--50% to 70% Equity category.
Dodge Cox Balanced Benchmark Summation
Operator |
The output start index for this execution was zero with a total number of output elements of sixty-one. Dodge Cox Balanced Price Series Summation is a cross summation of Dodge Cox price series and its benchmark/peer.
About Dodge Cox Management Performance
The success or failure of an entity such as Dodge Cox Balanced often depends on how effective the management is. Dodge Cox management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Dodge management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Dodge management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal circumstances no less than 25 percent and no more than 75 percent of its total assets will be invested in equity securities and no less than 25 percent of the funds total assets will be invested in fixed income investments. It may invest up to 30 percent of its total assets in equity or debt securities of non-U.S. issuers that are not in the SP 500 Index, provided that no more than 10 percent of the funds total assets may be invested in non-U.S. dollar-denominated securities.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Dodge Mutual Fund
Dodge Cox financial ratios help investors to determine whether Dodge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dodge with respect to the benefits of owning Dodge Cox security.
Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
Content Syndication Quickly integrate customizable finance content to your own investment portal | |
Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |