Tweedy,Browne Worldwide Hi Div Yld Val (tbhdx)
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Asset Allocation (% of Port)
| US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
| North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Tweedy,Browne Worldwide Hi Div Yld Val (TBHDX) Description: TBHDX is a mutual fund, which is an investment that owns a basket of assets. The TBHDX 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 medium management tenure and is in the average fund size classification. TBHDXs minimum initial investment amount is $2500 while the IRA minimum is $500. TBHDXs expense ratio is roughly 1%. The latest TBHDXs front end load was 0% and the back end load was 0%. The Tweedy,Browne Worldwide Hi Div Yld Val (TBHDX) mutual fund falls under the world stock category. TBHDX focuses its investments in EU and USA and TBHDX is not affiliated with a particular industry or fund sector. The Tweedy,Browne Worldwide Hi Div Yld Val (TBHDX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TBHDXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TBHDXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks capital appreciation by investing primarily in a portfolio of common stock and securities convertible into common stock. The fund invests at least 80% of net assets and borrowings for investment purposes in equity securities (see equity research). It invests principally in equity securities (see equity research) of companies with average earnings or revenue growth and/or potential price appreciation. Under normal circumstances, the fund invests at least 40% of net assets and borrowings for investment purposes in equity securities (see equity research). Currently, the fund limits its investments in any one country to 25% of total assets. The limitation does not apply to the securities of U.S. issuers.
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