Total Return | -2.11 | 5.71 | 15.84 | -6.73 | 8.29 |
Category Average | -3.19 | 3.33 | 22.52 | -14.96 | 5.44 |
Assets for Each Yr* | 10.13 | 10.16 | 11.53 | 9.22 | 8.89 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 8.29 | 6.27 | 3.20 | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$8,887 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 | -- | -- | -- | -- |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Tweedy, Browne Global Value | 2 | 08-05-19 | ||
Tweedy, Browne Global Value | 20 | 08-05-19 | ||
Tweedy, Browne Value | 83 | 08-01-19 | ||
Tweedy, Browne Worldwide Hi | 89 | 08-06-19 |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Tweedy, Browne Worldwide Hi | 89 | 08-06-19 | ||
Tweedy, Browne Value | 83 | 08-01-19 | ||
Tweedy, Browne Global Value | 20 | 08-05-19 | ||
Tweedy, Browne Global Value | 2 | 08-05-19 |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Tweedy, Browne Global Value | 1.35 | 08-05-19 | ||
Tweedy, Browne Global Value | 1.36 | 08-05-19 | ||
Tweedy, Browne Value | 1.36 | 08-01-19 | ||
Tweedy, Browne Worldwide Hi | 1.36 | 08-06-19 |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Tweedy, Browne Global Value | 1.36 | 08-05-19 | ||
Tweedy, Browne Value | 1.36 | 08-01-19 | ||
Tweedy, Browne Worldwide Hi | 1.36 | 08-06-19 | ||
Tweedy, Browne Global Value | 1.35 | 08-05-19 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Tweedy, Browne Globa | William H. Browne | 13.90 | ||
Tweedy, Browne Value | William H. Browne | 13.80 | ||
Tweedy, Browne World | William H. Browne | 9.30 | ||
Tweedy, Browne Globa | William H. Browne | 8.10 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Tweedy, Browne Globa | William H. Browne | 8.10 | ||
Tweedy, Browne World | William H. Browne | 9.30 | ||
Tweedy, Browne Value | William H. Browne | 13.80 | ||
Tweedy, Browne Globa | William H. Browne | 13.90 |