Dodge & Cox Picks Up Steam

Its Balanced fund reaches the top of the charts with an unusually heavy allotment to stocks.

After five years of mostly mediocre performance, Dodge & Cox's U.S.-oriented stock funds have emerged from the wilderness. Dodge & Cox Stock (symbol DODGX), a member of the Kiplinger 25, returned 20.8% over the past year, beating Standard & Poor's 500-stock index by 6.0 percentage points. And Dodge & Cox Balanced (DODBX) has turned in a similarly stellar run, gaining 17.5%. That topped the S&P 500 by 2.7 percentage points and the average fund in Morningstar's "moderate allocation" category by 6.5 points (all returns are through December 26).

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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.