Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio |
|---|---|---|---|---|---|---|---|
| Tweedy, Browne International Insider + Value ETF | ICPY | Foreign Large Value | — | 23.17% | 2 | 0.800% | |
| Tweedy, Browne Insider + Value ETF | COPY | Global Small/Mid Stock | — | 22.79% | 4 | 0.800% |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.