Dodge & Cox Balanced Fund

Class No Load (DODBX)
Scorecard
4 / 5 Stars
Lipper
5 5 2 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

Fund Performance

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 3 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.

Value Line 2014-03-12

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Moderately Aggr Target Risk % Rank
Year-to-date 1.44 -0.21 -0.04 50
1-Month 3.25 0.08 -0.80 55
3-Month 3.29 0.63 0.31 28
6-Month 13.33 3.80 1.47 3
1-Year 23.65 11.14 6.90 1
3-Year (Annualized) 12.83 4.61 3.38 1
5-Year (Annualized) 20.93 5.93 2.43 1
10-Year (Annualized) 6.85 -0.20 -0.85 17