Tweedy, Browne Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return19.771.24-2.115.7113.73
    Category Average21.66-5.07-3.193.3319.61
    Assets for Each Yr*9.1910.4010.1310.1611.47
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 13.73 5.65 8.28

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,465 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.7 100.00 1.39 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-17-17

      Sector YTD Return % % Net Assets  
    Cisco Systems Inc* Technology 22.53 0.86
    Johnson & Johnson* Healthcare 21.93 0.67
    Berkshire Hathaway Inc A* Financial Services 11.18 0.59
    Philip Morris International Inc* Consumer Defensive 15.63 0.49
    Halliburton Co* Energy -21.78 0.39
    Bank of New York Mellon Corp* Financial Services 12.56 0.39
    Alphabet Inc A* Technology 30.72 0.34
    Alphabet Inc C* Technology 32.04 0.33
    Devon Energy Corp* Energy -14.91 0.18
    ConocoPhillips* Energy 2.09 0.17
    Wells Fargo & Co* Financial Services 1.05 0.15
    Shire PLC* Healthcare -14.23 0.14
    Phillips 66* Energy 10.38 0.11
    3M Co* Industrials 30.42 0.09
    Comcast Corp Class A* Communication Services 6.10 0.08
    International Business Machines * Technology -6.70 0.08
    Mastercard Inc A* Financial Services 45.18 0.07
    National Western Life Group Inc * Financial Services 10.80 0.05
    Baxter International Inc* Healthcare 45.08 0.05
    MRC Global Inc* Energy -26.85 0.04

    Best 5-Year Relative Performance | More
    11-17-17

    Worst 5-Year Relative Performance | More
    11-17-17

    Longest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 12.10
    Tweedy, Browne Value William H. Browne 11.90
    Tweedy, Browne World William H. Browne 7.50
    Tweedy, Browne Globa William H. Browne 6.20

    Shortest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 6.20
    Tweedy, Browne World William H. Browne 7.50
    Tweedy, Browne Value William H. Browne 11.90
    Tweedy, Browne Globa William H. Browne 12.10