Dana Emery - Dodge Balanced Fund Manager
| DODBX Fund | USD 100.78 0.14 0.14% |
Dana M. Emery, CoPresident and Director of Fixed Income Ms. Emery received her B.A. degree from Stanford University in 1983. She joined Dodge Cox in 1983. Ms. Emery is a Senior Vice President and Trustee of the Dodge Cox Funds. She is a Director and shareholder of the firm, a Chartered Investment Counselor, and holds the CFA designation.
| Phone | 800-621-3979 |
Dodge Balanced Management Performance (%)
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Dodge Balanced Leadership Team
Elected by the shareholders, the Dodge Balanced's board of directors comprises two types of representatives: Dodge Balanced inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Dodge. The board's role is to monitor Dodge Balanced's management team and ensure that shareholders' interests are well served. Dodge Balanced's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Dodge Balanced's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Dana Emery, Fund Manager | ||
| Adam Rubinson, Fund Manager |
Dodge Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Dodge Balanced a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 16.94 X | ||||
| Price To Book | 1.95 X | ||||
| Price To Sales | 1.72 X | ||||
| Total Asset | 11.79 B | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 2.06 % | ||||
| One Year Return | 12.51 % | ||||
| Three Year Return | 4.81 % | ||||
| Five Year Return | 8.51 % | ||||
| Ten Year Return | 9.13 % |
Pair Trading with Dodge Balanced
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Dodge Balanced position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Dodge Balanced will appreciate offsetting losses from the drop in the long position's value.Moving together with Dodge Mutual Fund
| 0.99 | DODGX | Dodge Stock Fund | PairCorr |
| 0.96 | DODFX | Dodge International Stock | PairCorr |
| 0.85 | DODEX | Dodge Cox Emerging | PairCorr |
| 0.97 | DODWX | Dodge Global Stock | PairCorr |
The ability to find closely correlated positions to Dodge Balanced could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dodge Balanced when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Dodge Balanced - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Dodge Balanced Fund to buy it.
The correlation of Dodge Balanced is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Dodge Balanced moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dodge Balanced moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Dodge Balanced can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dodge Balanced Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics. Note that the Dodge Balanced information on this page should be used as a complementary analysis to other Dodge Balanced's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.