Tweedy, Browne Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return1.24-2.115.7115.841.64
    Category Average-5.07-3.193.3322.52-3.90
    Assets for Each Yr*10.4010.1310.1611.5310.69
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 1.64 7.39 6.04

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,685 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.7 100.00 1.36 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-20-18

      Sector YTD Return % % Net Assets  
    Berkshire Hathaway Inc A* Financial Services 12.03 0.67
    Johnson & Johnson* Healthcare 3.51 0.63
    Bank of New York Mellon Corp* Financial Services 0.43 0.42
    Wells Fargo & Co* Financial Services -6.44 0.14
    Devon Energy Corp* Energy -2.58 0.13
    Mastercard Inc A* Financial Services 46.76 0.11
    AutoZone Inc* Consumer Cyclical 7.10 0.08
    Verizon Communications Inc* Communication Services 5.27 0.05
    Comcast Corp Class A* Communication Services -4.25 0.04
    Emerson Electric Co* Industrials 14.56 0.03
    American National Insurance Co* Financial Services 5.15 0.01
    Berkshire Hathaway Inc B* Financial Services 11.84 0.00

    Best 5-Year Relative Performance | More
    09-20-18

    Worst 5-Year Relative Performance | More
    09-20-18

    Longest Manager Tenure | More
    09-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 12.90
    Tweedy, Browne Value William H. Browne 12.80
    Tweedy, Browne World William H. Browne 8.30
    Tweedy, Browne Globa William H. Browne 7.10

    Shortest Manager Tenure | More
    09-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 7.10
    Tweedy, Browne World William H. Browne 8.30
    Tweedy, Browne Value William H. Browne 12.80
    Tweedy, Browne Globa William H. Browne 12.90