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 | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| Tweedy, Browne Value Fund | TWEBX | Global Large-Stock Value | 16.50% | 33 | 1.450% | High | No Load | $2,500 | ||
| Tweedy, Browne . Buybacks . Dividends + Value Fund | TBHDX | Global Large-Stock Value | 12.22% | 75 | 1.460% | High | No Load | $2,500 | ||
| Tweedy, Browne International Value Fund II - Currency Unhedged | TBCUX | Foreign Large Value | 12.61% | 61 | 1.450% | High | No Load | $2,500 | ||
| Tweedy, Browne International Value Fund | TBGVX | Foreign Large Value | 16.47% | 24 | 1.450% | High | No Load | $2,500 |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.