| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#3 in Foreign Large Value
U.S. News evaluated 102 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 18.79 percent over the past year, and 11.21 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.7% |
| 1 Year | 18.8% |
| 3 Years (Annualized) | 11.2% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 II - Currency Unhedged Fund has an expense ratio of 1.37 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
