Dodge Cox Financials
| DOXBX Fund | USD 106.91 0.35 0.33% |
Dodge |
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.
Dodge Cox Fund Summary
Dodge Cox competes with Lifestyle, Multimanager Lifestyle, Pro-blend(r) Conservative, and Morningstar Conservative. 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.Specialization | Allocation--50% to 70% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Dodge Cox Funds |
| Mutual Fund Family | Dodge & Cox |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 621 3979 |
| Currency | USD - US Dollar |
Dodge Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dodge Cox's current stock value. Our valuation model uses many indicators to compare Dodge Cox value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dodge Cox competition to find correlations between indicators driving Dodge Cox's intrinsic value. More Info.Dodge Cox Balanced is rated # 2 fund in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 201.28 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dodge Cox's earnings, one of the primary drivers of an investment's value.Dodge Cox Balanced Systematic Risk
Dodge Cox's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dodge Cox volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was five with a total number of output elements of fifty-six. The Beta measures systematic risk based on how returns on Dodge Cox Balanced correlated with the market. If Beta is less than 0 Dodge Cox generally moves in the opposite direction as compared to the market. If Dodge Cox Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dodge Cox Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dodge Cox is generally in the same direction as the market. If Beta > 1 Dodge Cox moves generally in the same direction as, but more than the movement of the benchmark.
Dodge Cox March 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dodge Cox help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dodge Cox Balanced. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dodge Cox Balanced based on widely used predictive technical indicators. In general, we focus on analyzing Dodge Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dodge Cox's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5536 | |||
| Information Ratio | 0.2039 | |||
| Maximum Drawdown | 2.08 | |||
| Value At Risk | (1.01) | |||
| Potential Upside | 0.8362 |
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.
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