2024-07-27 09:50:00 ET
Summary
- U.S. equity markets rose in Q2 2024, driven by positive earnings growth and expectations for interest rate cuts.
- Dodge & Cox Fund holds 48.1% in U.S. equities, 14.3% in non-U.S. equities, and 37.7% in fixed income securities plus cash.
- The fund's performance was driven by equity sector allocation and security selection, with fixed income security selection also contributing to relative returns.
Performance [1]
Total Returns (%) Average Annual Total Returns
3 Months | YTD | 1 Year | 3 Years | 5 Years | 10 Years | 20 Years | |
Balanced Fund — Class I | -0.08 | 4.53 | 12.58 | 4.08 | 8.92 | 7.78 | 7.57 |
Balanced Fund — Class X | -0.06 | 4.59 | 12.70 | 4.16 | 8.97 | 7.80 | 7.59 |
Combined Index | 2.60 | 8.70 | 15.42 | 4.84 | 9.01 | 8.38 | 7.65 |
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For further details see:
Dodge & Cox Balanced Fund Q2 2024 Shareholder Letter