Tweedy, Browne Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return1.24-2.115.7115.84--
    Category Average-5.07-3.193.3322.523.10
    Assets for Each Yr*10.4010.1310.1611.5311.53
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 15.84 6.23 7.77

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,530 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.7 100.00 1.39 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-17-18

      Sector YTD Return % % Net Assets  
    Cisco Systems Inc* Technology 8.33 0.78
    Johnson & Johnson* Healthcare 5.20 0.55
    Berkshire Hathaway Inc A* Financial Services 8.02 0.53
    Philip Morris International Inc* Consumer Defensive 0.13 0.50
    Halliburton Co* Energy 8.14 0.38
    Alphabet Inc A* Technology 8.14 0.34
    Alphabet Inc C* Technology 8.18 0.33
    Bank of New York Mellon Corp* Financial Services 7.48 0.32
    Devon Energy Corp* Energy 4.93 0.19
    Shire PLC* Healthcare -6.65 0.13
    ConocoPhillips* Energy 9.05 0.12
    Phillips 66* Energy 4.95 0.12
    International Business Machines * Technology 9.93 0.09
    Shire PLC ADR* Healthcare -5.95 0.01
    NOW Inc* Energy 12.51 0.00

    Best 5-Year Relative Performance | More
    01-17-18

    Worst 5-Year Relative Performance | More
    01-17-18

    Longest Manager Tenure | More
    01-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 12.20
    Tweedy, Browne Value William H. Browne 12.10
    Tweedy, Browne World William H. Browne 7.60
    Tweedy, Browne Globa William H. Browne 6.40

    Shortest Manager Tenure | More
    01-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Tweedy, Browne Globa William H. Browne 6.40
    Tweedy, Browne World William H. Browne 7.60
    Tweedy, Browne Value William H. Browne 12.10
    Tweedy, Browne Globa William H. Browne 12.20