Dodge & Cox Balanced Fund Q4 2024 Shareholder Letter
Source: SeekingAlpha
2025-01-23 02:22:00 ET
Summary
- The S&P 500 Index rose by 26.3% in 2023 and posted a 25.0% return in 2024, marking its largest consecutive annual gains since 1998.
- High market concentration continued to shape equity returns. At year end, 33% of the S&P 500’s market capitalization was in the Magnificent Seven stocks.
- Equity security selection and sector allocation were the main drivers of the Fund’s relative underperformance.
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 | -2.40 | 8.84 | 8.84 | 4.71 | 8.12 | 7.95 | 7.35 |
Balanced Fund — Class X | -2.39 | 8.95 | 8.95 | 4.81 | 8.18 | 7.98 | 7.36 |
Combined Index | 0.21 | 15.04 | 15.04 | 4.46 | 8.67 | 8.53 | 7.64 |
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Dodge & Cox Balanced Fund Q4 2024 Shareholder Letter
Humana Inc.
NASDAQ: HUM
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HUM Stock Data
$22,065,898,421
119,828,058
0.04%
420
N/A
Medical Service Plans
Healthcare
US
Louisville
