DOXBX Mutual Fund
NAV$13.84
AUM$12.6B
TER0.42%
Holdings524
DOXBX Mutual Fund
NAV$13.84
Dodge & Cox Balanced Fund Class X
AUM$12.6B
TER0.42%
Holdings524

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DOXBX Mutual Fund Overlap Analysis
DOXBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DOXBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 524 holdings, DOXBX may share significant positions with broad-market funds.
DOXBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DOXBX tax-loss harvesting finds highly correlated but non-identical funds.