Tweedy, Browne Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-2.115.7115.84-6.7310.37
    Category Average-3.193.3322.52-14.968.64
    Assets for Each Yr*10.1310.1611.539.229.11
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 10.37 7.32 3.89

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,112 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
    08-13-19

      Sector YTD Return % % Net Assets  
    Berkshire Hathaway Inc A* Financial Services -2.12 0.76
    Bank of New York Mellon Corp* Financial Services -5.37 0.39
    AGCO Corp* Industrials 22.47 0.20
    Avnet Inc* Technology 15.62 0.11
    National Western Life Group Inc * Financial Services -14.10 0.05
    Verizon Communications Inc* Communication Services 3.48 0.04
    MRC Global Inc* Energy 13.49 0.04
    Goldman Sachs Group Inc* Financial Services 23.17 0.01
    Berkshire Hathaway Inc B* Financial Services -2.64 0.00

    Best 5-Year Relative Performance | More
    08-13-19

    Worst 5-Year Relative Performance | More
    08-13-19

    Longest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 13.80
    Tweedy, Browne Value William H. Browne 13.70
    Tweedy, Browne World William H. Browne 9.20
    Tweedy, Browne Globa William H. Browne 8.00

    Shortest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 8.00
    Tweedy, Browne World William H. Browne 9.20
    Tweedy, Browne Value William H. Browne 13.70
    Tweedy, Browne Globa William H. Browne 13.80