DOXBX Mutual Fund
DOXBX Mutual Fund
Dodge & Cox Balanced Fund Class X

DOXBX Mutual Fund Overview
DOXBX Mutual Fund (Dodge & Cox Balanced Fund Class X) is managed by Dodge & Cox Funds with $12.60B in net assets. DOXBX expense ratio is 0.42%, holding 524 positions across sectors including Financials, Other, Health Care. Inception date: 2022-05-02.
DOXBX performance shows a YTD return of 2.67%. The 1-year return is 8.76%. DOXBX dividend yield stands at 7.05%, paid quarterly.
DOXBX top holdings include Charles Schwab Corp. (2.1%), Occidental Petroleum Corp. (1.7%), Cvs Health Corp. (1.7%), GSK plc (1.6%), Taiwan Semiconductor Manufacturing Co. Ltd. (1.6%). View all DOXBX holdings, sector breakdown, or dividend history.
DOXBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DOXBX alternatives are available via the screener, along with tax-loss harvesting opportunities.