TWEBX : Tweedy, Browne Value Fund

TWEBX is a Allocation Market Total World with HIGH fees.

TWEBX

Tweedy, Browne Value Fund

FI Score

36 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

36% FI Score
  • twebx
  • Mutual Fund
  • Allocation
  • Total World

Tweedy, Browne Value Fund

Expenses: 1.36% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. The fund invests primarily in U.S. and foreign equity securities that the adviser believes are undervalued. The Adviser seeks to construct a diversified portfolio of stocks from a variety of industries and countries. Value investing seeks to uncover stocks whose current market prices are at discounts (that is, undervalued) to the Adviser's estimate of their true or intrinsic value. The fund invests primarily in U.S. and foreign equity securities.

Largest Holdings

Amount Holding
6.49% Berkshire Hathaway Inc A
5.32% Roche Holding AG Dividend Right Cert.
4.82% Nestle SA ADR
3.99% Diageo PLC ADR
3.92% Heineken Holding NV
3.91% Johnson & Johnson
3.52% Novartis AG
2.84% Bank of New York Mellon Corp
2.83% Zurich Insurance Group AG
2.68% Unilever NV ADR
2.64% Total SA
2.48% AutoZone Inc
2.25% Wells Fargo & Co
2.25% United Overseas Bank Ltd
2.14% Alphabet Inc Class C
2.13% Alphabet Inc A
2.05% BAE Systems PLC
1.97% Cisco Systems Inc
1.92% GlaxoSmithKline PLC
1.89% National Western Life Group Inc Class A
1.88% 3M Co
1.84% Henkel AG & Co KGaA
1.74% Safran SA
1.57% CNH Industrial NV
1.51% Antofagasta PLC

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