Tweedy Browne Global Fund Quote
| TBCUX Fund | USD 15.32 0.12 0.78% |
PerformanceOK
| Odds Of DistressLow
|
Tweedy Browne is trading at 15.32 as of the 14th of March 2025; that is 0.78 percent decrease since the beginning of the trading day. The fund's open price was 15.44. Tweedy Browne has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 14th of December 2024 and ending today, the 14th of March 2025. Click here to learn more.
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. More on Tweedy Browne Global
Moving together with Tweedy Mutual Fund
Tweedy Mutual Fund Highlights
| Fund Concentration | Tweedy, Browne Funds, Large Funds, Foreign Large Value Funds, Foreign Large Value, Tweedy, Browne, Large Value, Foreign Large Value (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Tweedy Browne Global [TBCUX] is traded in USA and was established 14th of March 2025. Tweedy Browne is listed under Tweedy, Browne category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Tweedy, Browne family. This fund at this time has accumulated 449.67 M in assets with minimum initial investment of 2.5 K. Tweedy Browne Global is currently producing year-to-date (YTD) return of 11.9% with the current yeild of 0.02%, while the total return for the last 3 years was 8.52%.
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 Global 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 Global Mutual Fund Constituents
| CSCO | Cisco Systems | Stock | Information Technology | |
| JNJ | Johnson Johnson | 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 |
Tweedy Browne Global Risk Profiles
| Mean Deviation | 0.801 | |||
| Standard Deviation | 1.91 | |||
| Variance | 3.63 | |||
| Risk Adjusted Performance | (0.04) |
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.
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |