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TWEBX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$18.58
Change
-$0.21 (-1.12%)
Net Assets
425.9M

TWEBX Tweedy, Browne Value Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Wells Fargo & Co (NYSE:WFC).

Industry description

The investment seeks long-term capital growth. The fund invests primarily in U.S. and foreign equity securities that the Adviser believes are undervalued. The Adviser seeks to construct a diversified portfolio of stocks from a variety of industries and countries. Value investing seeks to uncover stocks whose current market prices are at discounts (that is, undervalued) to the Adviser's estimate of their true or intrinsic value. The fund will generally have some exposure to emerging markets.

Market Cap

The average market capitalization across the Tweedy, Browne Value MF is 657.4B. The market cap for tickers in the group ranges from 1.79B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is NWLI at 1.79B.

Volume

The average weekly volume growth across all stocks in the Tweedy, Browne Value MF was 7%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was 20%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 58
P/E Growth Rating: 51
Price Growth Rating: 49
SMR Rating: 48
Profit Risk Rating: 32
Seasonality Score: -5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Tweedy Browne Fund Inc350 Park Ave 9th FlNew York
Phone
N/A
Web
www.tweedy.com
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TWEBX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TWEBX has been closely correlated with PRIKX. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if TWEBX jumps, then PRIKX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TWEBX
1D Price
Change %
TWEBX100%
-1.12%
PRIKX - TWEBX
71%
Closely correlated
-0.13%
PRAFX - TWEBX
71%
Closely correlated
-0.19%
TRZRX - TWEBX
71%
Closely correlated
-0.13%
DODWX - TWEBX
69%
Closely correlated
-1.15%
DOXWX - TWEBX
63%
Loosely correlated
-1.15%
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