Tweedy, Browne Insider + Value ETF COPY

Medalist Rating as of | See Tweedy, Browne Investment Hub

Morningstar’s Analysis COPY

Will COPY outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Tweedy, Browne Insider + Value ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings COPY

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 11.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EUR/USD FWD 20260930 Purchased

7.34 26M
Derivative

EUR/USD FWD 20260831 Purchased

7.18 25M
Derivative

EUR/USD FWD 20260731 Purchased

6.72 24M
Derivative

GBP/USD FWD 20260930 Purchased

5.17 18M
Derivative

GBP/USD FWD 20260731 Purchased

4.39 16M
Derivative

GBP/USD FWD 20260828 Purchased

4.39 16M
Derivative

U.S. Bank Money Market Deposit Account

3.74 13M
Cash and Equivalents

CAD/USD FWD 20260831 Purchased

2.76 10M
Derivative

CAD/USD FWD 20260731 Purchased

2.58 9M
Derivative

CAD/USD FWD 20260929 Purchased

2.35 8M
Derivative

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