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Tweedy, Browne Global Value

TBGVX
25.53
+0.13
+0.51%
12/9/2016
5 Years
  • Previous Close

    25.40

  • Net Assets

    9.03B

  • Yield

    0.81%

  • Front load

    None

  • Expenses

    1.37%

  • Category

    Foreign Large Value

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Tweedy Browne

Fund Style

Open

Fund Manager

Robert Wyckoff, Jr.

Investment Style

Large Value

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 diversified portfolio of stocks from a variety of industries and countries. The fund invests primarily in equity securities of foreign issuers, but also invests on a more limited basis in U.S. equity securities when opportunities appear attractive.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 500
Initial Purchase: AIP NA

Inception

6/15/1993

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