Tweedy, Browne Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-2.115.7115.84-6.73--
    Category Average-3.193.3322.52-14.964.66
    Assets for Each Yr*10.1310.1611.539.229.22
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -6.73 4.53 2.51

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,217 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.8 100.00 1.36 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Cisco Systems Inc* Technology 4.68 1.17
    Berkshire Hathaway Inc A* Financial Services 0.16 0.76
    Johnson & Johnson* Healthcare 1.27 0.70
    Alphabet Inc A* Technology 5.97 0.45
    Alphabet Inc Class C* Technology 6.05 0.45
    Bank of New York Mellon Corp* Financial Services 11.88 0.37
    CNH Industrial NV* Industrials 11.73 0.29
    ConocoPhillips* Energy 8.90 0.27
    Halliburton Co* Energy 21.33 0.22
    AGCO Corp* Industrials 16.24 0.17
    Mastercard Inc A* Financial Services 7.25 0.12
    Wells Fargo & Co* Financial Services 8.53 0.12
    Avnet Inc* Technology 17.70 0.10
    AutoZone Inc* Consumer Cyclical 0.71 0.09
    Verizon Communications Inc* Communication Services 2.62 0.05
    Comcast Corp Class A* Communication Services 6.34 0.05
    3M Co* Industrials 2.79 0.05
    American National Insurance Co* Financial Services 5.19 0.01
    Berkshire Hathaway Inc B* Financial Services 0.15 0.00

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 13.20
    Tweedy, Browne Value William H. Browne 13.10
    Tweedy, Browne World William H. Browne 8.60
    Tweedy, Browne Globa William H. Browne 7.40

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 7.40
    Tweedy, Browne World William H. Browne 8.60
    Tweedy, Browne Value William H. Browne 13.10
    Tweedy, Browne Globa William H. Browne 13.20