TWEBX Mutual Fund

TWEBX Mutual Fund (Tweedy Browne Value Fund) is managed by Tweedy Browne Funds with $434.5M in net assets. TWEBX expense ratio is 1.45%, holding 155 positions across sectors including Industrials, Health Care, Financials. Inception date: 1993-12-08.

TWEBX performance shows a YTD return of 13.83%. The 1-year return is 25.97% and the 5-year return is 9.92%. TWEBX dividend yield stands at 3.34%, paid annually.

TWEBX top holdings include Dreyfus Govt Cash Mgmt-I 4.37% 12/01/2099 (4.2%), Cnh Industrial Nv Ord Eur.01 **Qualifying Common Shares** (3.4%), Roche Holding Ag-Genussch (3.2%), Totalenergies Se Common Stock Eur 2.5 (3.0%), Ionis Pharmaceuticals Inc (2.8%). Go to all TWEBX holdings, TWEBX sectors, or TWEBX dividends.

TWEBX can be compared against other funds. Use TWEBX overlap to find shared positions, or TWEBX vs another fund for a side-by-side view. TWEBX alternatives are available via the screener, along with tax-loss harvesting opportunities.