Dodge & Cox Balanced Fund

Class No Load (DODBX)
Scorecard
4 / 5 Stars
Lipper
5 5 2 5 2
Zacks Investment Research
1 (Strong Buy)
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 2 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 2014-06-11

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Moderately Aggr Target Risk % Rank
Year-to-date 6.26 0.47 -0.08 21
1-Month 2.05 0.49 0.03 8
3-Month 3.73 0.05 -0.54 37
6-Month 6.26 0.47 -0.08 21
1-Year 21.14 5.49 1.47 1
3-Year (Annualized) 14.54 5.36 3.79 1
5-Year (Annualized) 16.48 4.45 1.97 1
10-Year (Annualized) 7.38 -0.13 -0.82 16

Moderate Allocation Funds

Highest Returns (10-year)

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