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Morningstar

Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

Morningstar Analyst Rating
Analyst rating as of | See Tweedy, Browne Investment Hub
  • NAV / 1-Day Return 5.64  /  0.70 %
  • Total Assets 71.3 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.340%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.32%
  • Turnover 16%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis TBHDX

Will TBHDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TBHDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TBHDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of TBHDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A Change to Tweedy, Browne’s Investment Committee Does Not Affect Its Ratings

Associate Director

Analyst Note

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