Dodge & Cox Balanced

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Note: The following information has not been updated by the vendor since 10/18/00.

Address:	PO Box 9051
	Boston, MA 02205-9051
Phone # for sales:	800 621 3979
Website:	www.dodgeandcox.com
Click link to request additional product information.

CATEGORY: MUTUAL FUNDS

Fund | Expenses | Performance | Additional Comments

Fund TOP

Fund name: Dodge & Cox Balanced

Symbol: DODBX

Portfolio contains these types of investments:

US Treasury Note Golden West Finl - News ADR Pfd - Bank One - Fedex - Union Pacific - Pharmacia - Bausch & Lomb - ALCOA - Phillips Petro

Minimum Investment: $2,500

1-Year Profit Projection: N/A

Brief fund description:

Dodge & Cox Balanced Fund seeks income, conservation of principal, and long-term growth of principal and income. The fund may invest up to 75% of assets in common stocks and convertible securities. It may invest up to 20% of assets in American Depositary Receipts. The fund typically invests in investment-grade debt securities. It may invest in government obligations, mortgage- and asset-backed securities, CMOs, and coporate bonds. When selecting securities, management may consider yield to maturity, quality, liquidity, and current yield.

Expenses TOP

Annual expense ratio: 0.53

Tax Efficiency: N/A

Load Type:

None

Load Percentage: N/A

Performance TOP

Performance 3 Months: 2.24

Performance Year to Date: 5.03

Performance 12 Months: 5.76

Performance 3 Years: 9.21

Performance 5 Years: 13.2

Additional Comments TOP

Fund Features:

N/A

Fund Strategy:

N/A

Fund | Expenses | Performance | Additional Comments

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