Dodge & Cox Balanced Fund

Dodge & Cox Balanced Fund is a registered fund series of Dodge & Cox Funds (series S000011204). Net assets $14.6B as of 2026-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
The Charles Schwab Corp.SCHW$314.0M214.66%
The Charles Schwab Corp.$314.0M214.66%
Occidental Petroleum Corp.OXY$253.4M173.20%
Occidental Petroleum Corp.$253.4M173.20%
CVS Health Corp.CVS$252.0M172.28%
CVS Health Corp.$252.0M172.28%
GSK PLC$233.8M159.80%
GSK PLCGSK$233.8M159.80%
Dodge & Cox Emerging Markets Stock Fund$228.2M155.99%
Dodge & Cox Emerging Markets Stock FundDODEX$228.2M155.99%
Taiwan Semiconductor Manufacturing Co., Ltd.$228.0M155.86%
Taiwan Semiconductor Manufacturing Co., Ltd.$228.0M155.86%
RTX Corp.$218.5M149.37%
RTX Corp.RTX$218.5M149.37%
Alphabet, Inc.GOOG$192.4M131.51%

Net asset history

Report dateNet assets
2026-03-31$14.6B
2025-12-31$14.9B
2025-09-30$14.9B
2025-06-30$14.6B
2025-03-31$14.4B
2024-12-31$14.3B
2024-09-30$14.9B
2024-06-30$14.2B

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