Tweedy Browne Worldwide Fund Quote
| TBHDX Fund | USD 5.59 0.03 0.54% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Tweedy Browne is trading at 5.59 as of the 31st of January 2025; that is 0.54 percent increase since the beginning of the trading day. The fund's open price was 5.56. Tweedy Browne has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The fund invests primarily in U.S. and foreign equity securities that the adviser believes to have above-average dividend yields and valuations that are reasonable. It is diversified by issuer, industry, and country and normally invests at least 40 percent of its assets in foreign securities and in at least three countries in addition to the U.S.. More on Tweedy Browne Worldwide
Moving together with Tweedy Mutual Fund
Tweedy Mutual Fund Highlights
| Fund Concentration | Tweedy, Browne Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Tweedy, Browne, Large Value, World Large-Stock Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Tweedy Browne Worldwide [TBHDX] is traded in USA and was established 31st of January 2025. Tweedy Browne is listed under Tweedy, Browne category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Tweedy, Browne family. This fund at this time has accumulated 67.97 M in assets with minimum initial investment of 2.5 K. Tweedy Browne Worldwide is currently producing year-to-date (YTD) return of 2.41% with the current yeild of 0.02%, while the total return for the last 3 years was 1.09%.
Check Tweedy Browne Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Tweedy Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Tweedy Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Tweedy Browne Worldwide Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Tweedy Browne Worldwide Mutual Fund Constituents
| CSCO | Cisco Systems | Stock | Information Technology | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| NOVN | Novan Inc | Stock | Health Care | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods | |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General | |
| RHHVF | Roche Holding AG | OTC Stock | Drug Manufacturers—General | |
| ROG | Rogers | Stock | Information Technology | |
| VZ | Verizon Communications | Stock | Communication Services |
Tweedy Browne Worldwide Risk Profiles
| Mean Deviation | 0.497 | |||
| Standard Deviation | 0.7623 | |||
| Variance | 0.581 | |||
| Risk Adjusted Performance | (0.10) |
Tweedy Browne Against Markets
Other Information on Investing in Tweedy Mutual Fund
Tweedy Browne financial ratios help investors to determine whether Tweedy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Tweedy with respect to the benefits of owning Tweedy Browne security.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account |