Tweedy, Browne Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return1.24-2.115.7115.84-3.29
    Category Average-5.07-3.193.3322.52-9.99
    Assets for Each Yr*10.4010.1310.1611.539.99
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -3.29 4.82 3.64

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,992 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
    11-13-18

      Sector YTD Return % % Net Assets  
    Alphabet Inc Class C* Technology -0.99 0.45
    Alphabet Inc A* Technology -0.52 0.45
    Bank of New York Mellon Corp* Financial Services -8.58 0.37
    CNH Industrial NV* Industrials -25.37 0.29
    ConocoPhillips* Energy 18.20 0.27
    Halliburton Co* Energy -32.86 0.22
    AGCO Corp* Industrials -18.91 0.17
    Devon Energy Corp* Energy -24.83 0.12
    Wells Fargo & Co* Financial Services -10.37 0.12
    Mastercard Inc A* Financial Services 31.59 0.12
    Avnet Inc* Technology 10.90 0.10
    National Western Life Group Inc * Financial Services -11.62 0.05
    Comcast Corp Class A* Communication Services -4.00 0.05

    Best 5-Year Relative Performance | More
    11-13-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 13.10
    Tweedy, Browne Value William H. Browne 12.90
    Tweedy, Browne World William H. Browne 8.50
    Tweedy, Browne Globa William H. Browne 7.20

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 7.20
    Tweedy, Browne World William H. Browne 8.50
    Tweedy, Browne Value William H. Browne 12.90
    Tweedy, Browne Globa William H. Browne 13.10