Dodge & Cox Balanced

Dodge & Cox Balanced has nearly three-fourths of its assets in stocks.

After five years of mostly mediocre performance, Dodge & Cox’s U.S.-oriented stock funds have emerged from the wilderness. Dodge & Cox Stock, a member of the Kiplinger 25, beat the market by four percentage points over the past year. And Dodge & Cox Balanced is near the top of the list of one-year winners in Morningstar’s moderate-allocation category.

Balanced is essentially a sedate version of Stock. It holds nearly all of the issues in Stock, but it also invests a big chunk of its assets in the bonds held by Dodge & Cox Income.

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Kaitlin Pitsker
Associate Editor, Kiplinger's Personal Finance
Pitsker joined Kiplinger in the summer of 2012. Previously, she interned at the Post-Standard newspaper in Syracuse, N.Y., and with Chronogram magazine in Kingston, N.Y. She holds a BS in magazine journalism from Syracuse University's S.I. Newhouse School of Public Communications.