Tweedy, Browne Value Fund

Class No Load (TWEBX)
Scorecard
4 / 5 Stars
Lipper
2 2 5 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

#31 in World Stock

U.S. News evaluated 304 World Stock 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 15.78 percent over the past year, 10.44 percent over the past three years, 18.38 percent over the past five years, and 6.06 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.5%
1 Year 15.8%
3 Years (Annualized) 10.4%
5 Years (Annualized) 18.4%
10 Years (Annualized) 6.1%

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Summary

The investment seeks long-term capital growth. The fund invests primarily in U.S. and foreign equity securities that the adviser believes are undervalued. 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 U.S. and foreign equity securities.

Fees

Fees are Above Average compared to funds in the same category.
Tweedy, Browne Value Fund has an expense ratio of 1.39 percent.

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Risk

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

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