DODBX — Dodge & Cox Balanced Fund Class I

Growth of $10,000 · 2011-08 – 2026-09 · dividends reinvested

About DODBX

Dodge & Cox Balanced Fund Class I is an actively managed mutual fund designed to provide both income and long-term capital appreciation through a diversified portfolio of equity and fixed income securities. The fund typically allocates between 25% and 75% of its assets to equities, focusing on stocks that appear temporarily undervalued yet have favorable long-term growth potential. The remaining assets are invested in a broad range of fixed income instruments, including government and government-related bonds, mortgage- and asset-backed securities, corporate and municipal debt, and may also include select below investment-grade bonds. The fund’s adaptive allocation responds to changing risk-return dynamics over three- to five-year horizons, balancing growth opportunities with income generation and principal preservation. Managed by an experienced investment committee with significant tenure at Dodge & Cox, the fund employs a team-based, research-driven approach to asset selection and risk management. With quarterly distributions and a competitive expense ratio, the Dodge & Cox Balanced Fund Class I serves as a core holding for investors seeking a moderate allocation strategy that spans a variety of sectors and credit qualities in the financial markets.