Tweedy, Browne Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-2.115.7115.84-6.736.70
    Category Average-3.193.3322.52-14.965.09
    Assets for Each Yr*10.1310.1611.539.229.08
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 6.70 6.42 2.81

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,075 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
    06-18-19

      Sector YTD Return % % Net Assets  
    AGCO Corp* Industrials 34.63 0.20
    MRC Global Inc* Energy 30.09 0.04
    Comcast Corp Class A* Communication Services 27.64 0.03
    Goldman Sachs Group Inc* Financial Services 17.71 0.01

    Best 5-Year Relative Performance | More
    06-18-19

    Worst 5-Year Relative Performance | More
    06-18-19

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 13.70
    Tweedy, Browne Value William H. Browne 13.50
    Tweedy, Browne World William H. Browne 9.10
    Tweedy, Browne Globa William H. Browne 7.80

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 7.80
    Tweedy, Browne World William H. Browne 9.10
    Tweedy, Browne Value William H. Browne 13.50
    Tweedy, Browne Globa William H. Browne 13.70