Dodge Balanced Fund Quote

DODBX Fund  USD 103.95  0.82  0.80%   

Performance

10 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 37

 
100  
 
Zero
Below Average
Dodge Balanced is trading at 103.95 as of the 28th of March 2024; that is 0.80% increase since the beginning of the trading day. The fund's open price was 103.13. Dodge Balanced has about a 37 percent probability of financial distress in the next few years of operation but had a somewhat ok performance during the last 90 days. Equity ratings for Dodge Balanced Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
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. More on Dodge Balanced Fund

Moving together with Dodge Mutual Fund

  0.86DODFX Dodge International StockPairCorr
  0.83DODEX Dodge Cox EmergingPairCorr
  0.93DODWX Dodge Global StockPairCorr

Dodge Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Dodge Balanced's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dodge Balanced or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationDodge & Cox Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Dodge & Cox (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date6th of June 2023
Fiscal Year EndDecember
Dodge Balanced Fund [DODBX] is traded in USA and was established 28th of March 2024. Dodge Balanced is listed under Dodge & Cox category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Dodge & Cox family. This fund currently has accumulated 13.01 B in assets under management (AUM) with minimum initial investment of 2.5 K. Dodge Balanced Fund is currently producing year-to-date (YTD) return of 3.55% with the current yeild of 0.03%, while the total return for the last 3 years was 5.84%.
Check Dodge Balanced Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dodge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dodge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dodge Balanced Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Dodge Balanced Fund Mutual Fund Constituents

HPEHewlett Packard EnterpriseStockInformation Technology
OXYOccidental PetroleumStockEnergy
NVSNovartis AG ADRStockHealth Care
CHTRCharter CommunicationsStockCommunication Services
WFCWells FargoStockFinancials
SCHWCharles Schwab CorpStockFinancials
MSFTMicrosoftStockInformation Technology
More Details

Dodge Balanced Target Price Odds Analysis

Based on a normal probability distribution, the odds of Dodge Balanced jumping above the current price in 90 days from now is near 1%. The Dodge Balanced Fund probability density function shows the probability of Dodge Balanced mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Dodge Balanced has a beta of 0.6584 suggesting as returns on the market go up, Dodge Balanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Dodge Balanced Fund will be expected to be much smaller as well. Additionally, dodge Balanced Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 103.95HorizonTargetOdds Above 103.95
99.35%90 days
 103.95 
0.62%
Based on a normal probability distribution, the odds of Dodge Balanced to move above the current price in 90 days from now is near 1 (This Dodge Balanced Fund probability density function shows the probability of Dodge Mutual Fund to fall within a particular range of prices over 90 days) .

Dodge Balanced Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dodge Balanced market risk premium is the additional return an investor will receive from holding Dodge Balanced long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dodge Balanced. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Dodge Balanced's alpha and beta are two of the key measurements used to evaluate Dodge Balanced's performance over the market, the standard measures of volatility play an important role as well.

Dodge Balanced Against Markets

Picking the right benchmark for Dodge Balanced mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Dodge Balanced mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Dodge Balanced is critical whether you are bullish or bearish towards Dodge Balanced Fund at a given time. Please also check how Dodge Balanced's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Dodge Balanced without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Dodge Mutual Fund?

Before investing in Dodge Balanced, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Dodge Balanced. To buy Dodge Balanced fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Dodge Balanced. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Dodge Balanced fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Dodge Balanced Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Dodge Balanced Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Dodge Balanced Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Dodge Balanced Fund?

The danger of trading Dodge Balanced Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Dodge Balanced is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Dodge Balanced. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dodge Balanced Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 Fund 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 ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.

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When running Dodge Balanced's price analysis, check to measure Dodge Balanced's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dodge Balanced is operating at the current time. Most of Dodge Balanced's value examination focuses on studying past and present price action to predict the probability of Dodge Balanced's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Dodge Balanced's price. Additionally, you may evaluate how the addition of Dodge Balanced to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Dodge Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dodge Balanced is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dodge Balanced's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.