Is Dodge & Cox Balanced Fund I (DODBX) a Strong Mutual Fund Pick Right Now?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 25 2024
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Source: NASDAQ.COM
Dodge & Cox Balanced Fund I (DODBX): This fund has a Zacks Mutual Fund Rank of 1 (Strong Buy) and has shown strong performance with a 5-year annualized total return of 10.34%, making it a solid choice for investors seeking an Allocation Balanced fund.
Investment Considerations: While DODBX has lower volatility compared to its peers, it comes with a higher expense ratio of 0.52% and a minimum initial investment requirement of $2,500, which potential investors should consider when evaluating this fund.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
