4 / 5 Stars
2 2 5 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#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.
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%|
|3 Years (Annualized)||10.4%|
|5 Years (Annualized)||18.4%|
|10 Years (Annualized)||6.1%|
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 are Above Average compared to funds in the same category.
Tweedy, Browne Value Fund has an expense ratio of 1.39 percent.
Risk is Low compared to funds in the same category according to Morningstar.