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Tweedy, Browne Value TWEBX

Analyst rating as of
NAV / 1-Day Return
17.71  /  0.80 %
Total Assets
402.0 Mil
Adj. Expense Ratio
1.380%
Expense Ratio
1.380%
Fee Level
High
Longest Manager Tenure
28.56 years
Category
Global Large-Stock Value
Investment Style
Large Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.91%
Turnover

Morningstar’s Analysis

Will TWEBX outperform in future?

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

Still a strong option for value-oriented global equity exposure.

Associate Director

Summary

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Tweedy, Browne Value’s strong management team and disciplined, risk-conscious approach make it a worthy option to own for the long term. The strategy continues to merit a Morningstar Analyst Rating of Bronze.

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