Tweedy, Browne Global Value (TBGVX)
* As of 31-Jan-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Category:||Foreign Large Value|
|Annual Report Expense Ratio (net):||1.37%|
Performance & Risk
|5y Avg Return:||9.80%|
|Rank in Category (ytd):||55|
|% Rank in Category (ytd):||14.71%|
|Morningstar Risk Rating:||1|
The investment seeks long-term capital growth.
The fund invests primarily in foreign equity securities that the adviser believes are undervalued but may invest in U.S. securities to a limited extent. The adviser seeks to construct a widely diversified portfolio of small, medium and large capitalization stocks from a variety of industries and countries. It invests primarily in undervalued equity securities of foreign issuers, but also invests on a more limited basis in U.S. equity securities when opportunities appear attractive. View More