DOXBX

About DOXBX

Dodge & Cox Balanced Fund Class X is a mutual fund designed to achieve both income generation and long-term capital appreciation through a diversified blend of equity and fixed income securities. The fund's primary role is to provide investors with a balanced allocation, typically maintaining 50% to 70% in equities and the remainder in various debt instruments, including investment-grade government, corporate, and mortgage-backed securities, as well as select below investment-grade bonds. This dual approach allows the fund to pursue growth opportunities in undervalued stocks while managing risk and income through fixed income holdings. A hallmark of the fund is its active management, driven by a seasoned investment committee that emphasizes fundamental research, selective security choice, and flexible asset allocation based on evolving market conditions over a three- to five-year outlook. With a quarterly distribution schedule, the fund targets regular income for shareholders and periodically distributes capital gains. Since its inception, the fund has built a reputation for a disciplined, team-based investment process and serves as a core holding for investors seeking diversification across both equity and bond markets within a single vehicle.