Balanced Fund DODBX - Dodge & Cox

December 31, 2021. Balanced fund TICKER SYMBOL. D ODBX. Objectives The fund seeks regular income, conservation of principal, and an opportunity for long-term growth of principal and income. Strategy The fund invests in a diversified portfolio of equity securities and debt securities. Equity Investments: The fund typically invests in companies that, in Dodge & Cox's opinion, appear to be temporarily undervalued by the stock market but have a favorable outlook for long-term growth. Under normal circumstances, the fund will invest no less than 25% and no more than 75% of its total assets in equity securities. Debt Investments: The fund invests primarily in investment-grade debt securities including government and government-related obligations, mortgage- and asset- backed securities, corporate and municipal bonds, and other debt securities.

for 2021. For value versus growth stocks, however, it was a tale of two halves.2 During the first half of the year, U.S. value stocks appreciated significantly and outperformed growth stocks. In the second half, value stocks underperformed as COVID-19 variants disrupted the economic reopening in the United States.

Tags:

  Late, Balanced, Fund, Balanced fund, A tale of two

Information

Related search queries