Tweedy Browne Value Fund Quote
| TWEBX Fund | USD 19.36 0.05 0.26% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Tweedy Browne is trading at 19.36 as of the 30th of November 2024; that is 0.26 percent increase since the beginning of the trading day. The fund's open price was 19.31. 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. Equity ratings for Tweedy Browne Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. Click here to learn more.
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. Value investing seeks to uncover stocks whose current market prices are at discounts to the Advisers estimate of their true or intrinsic value. More on Tweedy Browne Value
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 (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Tweedy Browne Value [TWEBX] is traded in USA and was established 30th of November 2024. 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 432.72 M in assets with minimum initial investment of 2.5 K. Tweedy Browne Value is currently producing year-to-date (YTD) return of 4.05% with the current yeild of 0.01%, while the total return for the last 3 years was 4.86%.
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 Value 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 Value Mutual Fund Constituents
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| AZO | AutoZone | Stock | Consumer Discretionary | |
| BK | Bank of New | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| MA | Mastercard | Stock | Financials | |
| NOVN | Novan Inc | Stock | Health Care |
Tweedy Browne Value Risk Profiles
| Mean Deviation | 0.4944 | |||
| Standard Deviation | 0.6285 | |||
| Variance | 0.395 | |||
| Risk Adjusted Performance | (0.06) |
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.
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