5 / 5 Stars
5 4 5 3 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#3 in Foreign Large Value
U.S. News evaluated 93 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 11.09 percent over the past year, 9.47 percent over the past three years, 16.55 percent over the past five years, and 8.04 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||16.6%|
|10 Years (Annualized)||8.0%|
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 widely diversified portfolio of small, medium and large capitalization stocks from a variety of industries and countries. It invests primarily in undervalued equity securities of foreign issuers, but also invests on a more limited basis in U.S. equity securities when opportunities appear attractive.
Fees are Above Average compared to funds in the same category.
Tweedy, Browne Global Value Fund has an expense ratio of 1.38 percent.
Risk is Low compared to funds in the same category according to Morningstar.