Tweedy, Browne Global Value Fund

Class Other (TBGVX)
Scorecard
5 / 5 Stars
Lipper
5 3 5 2 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#15 in Foreign Large Value

U.S. News evaluated 97 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 16.74 percent over the past year, 11.10 percent over the past three years, 15.13 percent over the past five years, and 8.21 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.7%
1 Year 16.7%
3 Years (Annualized) 11.1%
5 Years (Annualized) 15.1%
10 Years (Annualized) 8.2%

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Summary

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

Fees are Above Average compared to funds in the same category.
Tweedy, Browne Global Value Fund has an expense ratio of 1.37 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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