Tweedy Browne Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return19.771.24-2.115.716.70
    Category Average21.66-5.07-3.193.337.05
    Assets for Each Yr*9.1910.4010.1310.1610.84
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 6.70 3.29 7.71

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,840 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.6 100.00 1.37 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-24-17

      Sector YTD Return % % Net Assets  
    Cisco Systems Inc* Technology 11.95 1.03
    Johnson & Johnson* Healthcare 7.36 0.70
    Berkshire Hathaway Inc A* Financial Services 1.94 0.56
    Halliburton Co* Energy -13.24 0.49
    Philip Morris International Inc* Consumer Defensive 23.98 0.46
    Devon Energy Corp* Energy -12.68 0.34
    Bank of New York Mellon Corp* Financial Services 0.76 0.34
    Alphabet Inc A* Technology 10.91 0.33
    Alphabet Inc C* Technology 11.78 0.32
    Baxter International Inc* Healthcare 20.84 0.29
    Shire PLC* Healthcare 4.43 0.19
    ConocoPhillips* Energy -3.92 0.19
    AGCO Corp* Industrials 6.53 0.16
    Wells Fargo & Co* Financial Services -1.96 0.15
    Phillips 66* Energy -9.57 0.13
    Avnet Inc* Technology -6.11 0.10
    International Business Machines * Technology -2.31 0.09
    Verizon Communications Inc* Communication Services -9.69 0.08
    Comcast Corp Class A* Communication Services 10.55 0.08
    3M Co* Industrials 9.43 0.08

    Best 5-Year Relative Performance | More
    04-24-17

    Worst 5-Year Relative Performance | More
    04-24-17

    Lowest Expenses | More
    04-24-17

    Highest Expenses | More
    04-24-17

    Longest Manager Tenure | More
    04-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 11.50
    Tweedy, Browne Value William H. Browne 11.40
    Tweedy, Browne World William H. Browne 6.90
    Tweedy, Browne Globa William H. Browne 5.70

    Shortest Manager Tenure | More
    04-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 5.70
    Tweedy, Browne World William H. Browne 6.90
    Tweedy, Browne Value William H. Browne 11.40
    Tweedy, Browne Globa William H. Browne 11.50