TBGVX - Tweedy, Browne Global Value Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD
-0.41 (-1.46%)
At close: 6:45PM EST
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Previous Close28.11
YTD Return13.10%
Expense Ratio (net)1.37%
CategoryForeign Large Value
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingLow
Sustainability Rating
Net Assets8.1B
Beta (5Y Monthly)0.72
5y Average ReturnN/A
Holdings Turnover6.00%
Last Dividend0.39
Average for CategoryN/A
Inception DateJun 15, 1993
  • Morningstar

    The Bull Market Has Warped Your Global Stock Portfolio

    Old-school value investing shop Tweedy, Browne has steadily decreased its U.S. exposure as the rally has ground on. Tweedy, Browne Worldwide High Dividend Yield Value  TBHDX , which has a Morningstar Analyst Rating of Bronze, had about 20% of its assets in U.S. stocks as of September 2019, and Bronze-rated Tweedy, Browne Global Value TBGVX had less than 12% in the U.S. In recent commentaries, the fund's management team has said, "Equity market valuations remain full-to-high, particularly in higher quality businesses and in U.S. equities." Tweedy, Browne Global Value has invested more in the more developed emerging markets, the managers wrote. Silver-rated Causeway Global Value CGVVX had as much as half of its assets in U.S. stocks in 2015 but has since trimmed that to about 35%, as of September 2019.

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