Dodge & Cox Emerging Markets Stock Fund Q1 2026 Commentary - 惯性聚合

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Dodge & Cox Emerging Markets Stock Fund Q1 2026 Commentary

Dodge & Cox · 2026-04-28 · via All Articles on Seeking Alpha

Summary

We continue to believe there is long-term value in AI-related investments but remain selective given elevated valuations.
We added to the Fund's position in MediaTek, a semiconductor design company specializing in consumer electronics.
During the quarter, we trimmed National Energy Services Reunited after strong year-to-date performance.

Business Image of Economy and Finance — Tatsuya Ozaki/iStock via Getty Images

Performance¹

Total Returns (%)

			Average Annual Total Returns	Average Annual Total Returns	Average Annual Total Returns
	3 Months	YTD	1 Year	3 Years	Since Inception (5/11/2021)
Emerging Markets Stock Fund	5.97	5.97

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