Tweedy, Browne Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return1.24-2.115.7115.842.32
    Category Average-5.07-3.193.3322.520.22
    Assets for Each Yr*10.4010.1310.1611.5311.21
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family 2.32 5.28 6.25

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,213 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.8 100.00 1.39 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-23-18

      Sector YTD Return % % Net Assets  
    Cisco Systems Inc* Technology 15.67 1.18
    Berkshire Hathaway Inc A* Financial Services -1.08 0.70
    Johnson & Johnson* Healthcare -11.04 0.66
    Halliburton Co* Energy 8.66 0.44
    Alphabet Inc A* Technology 3.09 0.39
    Bank of New York Mellon Corp* Financial Services 7.56 0.39
    Alphabet Inc C* Technology 3.18 0.38
    ConocoPhillips* Energy 26.96 0.22
    Devon Energy Corp* Energy 2.05 0.18
    AGCO Corp* Industrials -6.33 0.17
    Wells Fargo & Co* Financial Services -6.12 0.13
    Phillips 66* Energy 19.08 0.13
    Shire PLC* Healthcare 4.79 0.11
    Mastercard Inc A* Financial Services 27.83 0.10
    Avnet Inc* Technology -1.82 0.09
    3M Co* Industrials -14.44 0.07
    National Western Life Group Inc * Financial Services -7.00 0.05
    Verizon Communications Inc* Communication Services -5.97 0.05
    American National Insurance Co* Financial Services -5.48 0.04
    Comcast Corp Class A* Communication Services -19.53 0.04

    Best 5-Year Relative Performance | More
    05-23-18

    Worst 5-Year Relative Performance | More
    05-23-18

    Longest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 12.60
    Tweedy, Browne Value William H. Browne 12.50
    Tweedy, Browne World William H. Browne 8.00
    Tweedy, Browne Globa William H. Browne 6.80

    Shortest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 6.80
    Tweedy, Browne World William H. Browne 8.00
    Tweedy, Browne Value William H. Browne 12.50
    Tweedy, Browne Globa William H. Browne 12.60