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 Holdings11.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EUR/USD FWD 20261229 Purchased

7.0731M
Derivative

EUR/USD FWD 20261130 Purchased

6.9931M
Derivative

EUR/USD FWD 20270129 Purchased

6.8330M
Derivative

U.S. Bank Money Market Deposit Account

6.5629M
Cash and Equivalents

GBP/USD FWD 20261130 Purchased

5.2023M
Derivative

GBP/USD FWD 20270129 Purchased

5.1923M
Derivative

GBP/USD FWD 20261229 Purchased

5.1423M
Derivative

CAD/USD FWD 20270129 Purchased

2.2810M
Derivative

CAD/USD FWD 20261130 Purchased

2.149M
Derivative

CAD/USD FWD 20261229 Purchased

2.129M
Derivative

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