Tweedy Browne Global Fund Quote

TBGVX Fund  USD 27.61  0.17  0.62%   

Performance

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Odds Of Distress

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Tweedy Browne is trading at 27.61 as of the 14th of March 2025; that is 0.62 percent increase since the beginning of the trading day. The fund's open price was 27.44. Tweedy Browne has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good 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

  0.97TWEBX Tweedy Browne ValuePairCorr
  0.94TBCUX Tweedy Browne GlobalPairCorr
  0.97TBHDX Tweedy Browne WorldwidePairCorr
  0.76DOXFX Dodge Cox InternationalPairCorr
  0.72OANIX Oakmark InternationalPairCorr

Tweedy Mutual Fund Highlights

Fund ConcentrationTweedy, Browne Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, Tweedy, Browne (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Tweedy Browne Global [TBGVX] 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 5.98 B in assets with minimum initial investment of 2.5 K. Tweedy Browne Global is currently producing year-to-date (YTD) return of 9.9% with the current yeild of 0.02%, while the total return for the last 3 years was 9.39%.
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

NVSEFNovartis AGPink SheetDrug Manufacturers—General
NSRGFNestle SAPink SheetPackaged Foods
RHHVFRoche Holding AGOTC StockDrug Manufacturers—General
ROGRogersStockInformation Technology
ZFSVFZurich Insurance GroupOTC StockInsurance—Diversified
HKHHFHeineken Holding NVOTC StockBeverages—Brewers
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Tweedy Browne Global Risk Profiles

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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