Tweedy, Browne Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-2.115.7115.84-6.737.24
    Category Average-3.193.3322.52-14.969.32
    Assets for Each Yr*10.1310.1611.539.229.67
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 7.24 8.94 3.72

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,667 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
    03-19-19

      Sector YTD Return % % Net Assets  
    Berkshire Hathaway Inc A* Financial Services 0.62 0.84
    Johnson & Johnson* Healthcare 7.97 0.75
    Alphabet Inc A* Technology 15.07 0.46
    Alphabet Inc Class C* Technology 15.76 0.45
    CNH Industrial NV* Industrials 18.24 0.43
    ConocoPhillips* Energy 8.51 0.25
    Halliburton Co* Energy 10.76 0.17
    Phillips 66* Energy 15.72 0.14
    AutoZone Inc* Consumer Cyclical 16.78 0.11
    Mastercard Inc A* Financial Services 22.63 0.11
    Wells Fargo & Co* Financial Services 12.54 0.11
    Verizon Communications Inc* Communication Services 3.35 0.04
    Comcast Corp Class A* Communication Services 16.83 0.03
    MRC Global Inc* Energy 42.60 0.03
    Goldman Sachs Group Inc* Financial Services 20.87 0.01
    American National Insurance Co* Financial Services 6.04 0.01
    Carnival Corp* Consumer Cyclical 16.88 0.01
    Berkshire Hathaway Inc B* Financial Services 0.48 0.00

    Best 5-Year Relative Performance | More
    03-19-19

    Worst 5-Year Relative Performance | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 13.40
    Tweedy, Browne Value William H. Browne 13.30
    Tweedy, Browne World William H. Browne 8.80
    Tweedy, Browne Globa William H. Browne 7.60

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 7.60
    Tweedy, Browne World William H. Browne 8.80
    Tweedy, Browne Value William H. Browne 13.30
    Tweedy, Browne Globa William H. Browne 13.40