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.
Tweedy, Browne Insider + Value ETF COPY
Morningstar’s Analysis COPY
Will COPY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |