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Dodge & Cox Balanced Fund Class I DODBX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Dodge & Cox Investment Hub

Morningstar’s Analysis DODBX

Will DODBX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DODBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DODBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DODBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Capable team, evolving multi-asset approach.

Senior Analyst Jodi Lim

Jodi Lim

Senior Analyst

Summary

Dodge & Balanced is managed by a capable and experienced team that continues to evolve this strategy’s investment approach to better investor outcomes. The strategy is guided by the Dodge & Cox Fund Investment Committee, which was created in May 2022 and brings together senior equity, fixed-income, and quantitative investors, all of whom invest more than USD 1 million in the fund. That alignment strengthens shareholder interests, while the committee benefits from broad input through bottom-up equity research, credit analysis, and quantitative oversight. Still, most security-selection and risk-sizing decisions remain largely within the underlying equity and fixed-income sleeves, limiting the committee's role as a truly integrated multi-asset allocator.

by Jodi Lim
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