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0 -0.000199123855037794 -0.000597371565113382 0.00398247710075673 -0.0131421744324969 -0.00915969733174022 -0.0111509358821186 -0.00238948626045395
Stock impact report

Dodge & Cox Emerging Markets Stock Fund Q1 2026 Commentary [Seeking Alpha]

National Energy Services Reunited Corp - Ordinary Shares (NESR) 
Last national energy services reunited corp - ordinary shares earnings: 2/26 05:00 am Check Earnings Report
Company Research Source: Seeking Alpha
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. Tatsuya Ozaki/iStock via Getty Images Performance 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 This article was written by Quick Insights I trimmed memory-exposed positions like Samsung Electronics and SK hynix after strong performance, while remaining selective in AI investments due to elevated valuations. I added to MediaTek for its AI supply chain exposure at reasonable valuation, initiated BBB Foods for long-term growth, and trimmed NESR and Hyundai Motor after significant gains. Emerging market equities remain cheaper, trading at 11.5x forward earnings versus 18.2x for MSCI World and 19.1 Show less Read more
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