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 | — | 20.78% | 8 | 0.800% | |
| Tweedy, Browne Insider + Value ETF | COPY | Global Small/Mid Stock | — | 18.74% | 11 | 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.