5 / 5 Stars
4 3 5 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#26 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.
The fund has returned 18.90 percent over the past year, and 10.69 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.4%|
|3 Years (Annualized)||10.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 II - Currency Unhedged Fund has an expense ratio of 1.37 percent.
Risk is Low compared to funds in the same category according to Morningstar.