Dodge Balanced Financials
| DODBX Fund | USD 101.95 0.45 0.44% |
Dodge |
Please note that past performance is not an indicator of the future performance of Dodge Balanced, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's 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 Balanced Fund Summary
Dodge Balanced competes with American Funds, American Funds, American Balanced, American Balanced, and American Balanced. The fund invests in a diversified portfolio of equity securities and debt securities. 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, but 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 |
| ISIN | US2562011047 |
| Business Address | Dodge Cox Funds |
| Mutual Fund Family | Dodge & Cox |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | NYSE Composite |
| Phone | 800 621 3979 |
| Currency | USD - US Dollar |
Dodge Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dodge Balanced's current stock value. Our valuation model uses many indicators to compare Dodge Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dodge Balanced competition to find correlations between indicators driving Dodge Balanced's intrinsic value. More Info.Dodge Balanced Fund is rated # 5 fund in price to earning among similar funds. It is rated # 5 fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dodge Balanced Fund is roughly 8.69 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Dodge Balanced by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Dodge Balanced's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Balanced's earnings, one of the primary drivers of an investment's value.Dodge Balanced Systematic Risk
Dodge Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dodge Balanced 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Dodge Balanced correlated with the market. If Beta is less than 0 Dodge Balanced generally moves in the opposite direction as compared to the market. If Dodge Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dodge Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dodge Balanced is generally in the same direction as the market. If Beta > 1 Dodge Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Dodge Balanced April 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dodge Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dodge Balanced Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dodge Balanced Fund 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 Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5928 | |||
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 3.76 | |||
| Value At Risk | (0.80) | |||
| Potential Upside | 0.7159 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dodge Balanced Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics. Note that the Dodge Balanced information on this page should be used as a complementary analysis to other Dodge Balanced's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.