TBGVX Rating, Research - Tweedy,Browne Global Value

Tweedy,Browne Global Value (tbgvx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 26

Threats + Weaknesses = 20

When strengths & opportunities substantially exceed threats & weaknesses an investment in the tbgvx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Tweedy,Browne Global Value (TBGVX) Description: TBGVX is a mutual fund, which is an investment that owns a basket of assets. The TBGVX mutual fund was provided by Tweedy, Browne and this investment vehicle derives the majority of its value from equity holdings (stocks). Tweedy, Brownes mutual fund has a long management tenure and is in the large fund size classification. TBGVXs minimum initial investment amount is $2500 while the IRA minimum is $500. TBGVXs expense ratio is roughly 1%. The latest TBGVXs front end load was 0% and the back end load was 0%. The Tweedy,Browne Global Value (TBGVX) mutual fund falls under the foreign large-cap value category. TBGVX focuses its investments in EU and Japan and TBGVX is not affiliated with a particular industry or fund sector. The Tweedy,Browne Global Value (TBGVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TBGVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TBGVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests primarily in undervalued equity securities (see equity research) of foreign issuers, but also invests on a more limited basis in U.S. equity securities (see equity research) when opportunities appear attractive. Investments are focused for the most part in developed countries with some exposure to emerging markets. It is diversified by issuer, industry and country, and maintains investments in a minimum of five countries. Where practicable, the fund seeks to reduce currency risk by hedging its effective foreign currency exposure back into the U.S. dollar.

Management Analysis Update

Performance Analysis Update