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Results
Results
Monthly Performance Report / July 2024
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MONTHLY RESULTS
U.S. Equity Income (USD-based accounts)
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -- | -- | -- | -0.4% | 3.8% | -8.1% | 3.5% | -1.0% | -9.6% | 9.2% | 6.0% | -2.1% | -0.3% |
| 2023 | 2.9% | -4.6% | 1.6% | 0.7% | -5.7% | 5.3% | 2.8% | -3.5% | -5.8% | -2.2% | 3.4% | 3.3% | -2.3% |
| 2024 | 0.4% | 0.8% | 4.6% | -2.8% | 2.4% | -0.7% | 2.9% | -- | -- | -- | -- | -- | 7.1% |
Top 10 Positions
| Altria Group Inc. |
| Walmart Inc. |
| Ameriprise Financial Inc. |
| Church & Dwight Co., Inc. |
| Domino's Pizza Inc. |
| Verizon Communications Inc. |
| Pfizer Inc. |
| Gilead Sciences Inc. |
| J.M. Smucker Company |
| Hormel Foods Corporation |
