A Downgrade for This Foreign-Stock Fund
We're lowering our Analyst Rating to Bronze for Tweedy, Browne Global Value, due to relatively high expenses and some management uncertainty on the horizon.
The following is our latest Fund Analyst Report for Tweedy, Browne Global Value Fund (TBGVX). Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days.
Tweedy, Browne Global Value's 2017 struggles are largely cyclical, but concerns about the fund's growing expense gap and the team's future composition are long-term issues. Those issues lead to a downgrade of its Morningstar Analyst Rating to Bronze from Silver.
Kevin McDevitt does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.