TWEBX – Tweedy, Browne Value Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. The fund invests primarily in U.S. and foreign equity securities that the Adviser believes are undervalued. The Adviser seeks to construct a diversified portfolio of stocks from a variety of industries and countries. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies with value characteristics.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TWEBX	Tweedy, Browne Value Fund	No Load	Open			Dec 8, 1993	$471.12M	1.450%	High	$2,500	−$42.57M

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