About TBCUX
Tweedy, Browne International Value Fund II – Currency Unhedged is an open-end mutual fund focused on long-term capital growth through investments primarily in foreign equity securities deemed undervalued by the fund's managers. While its main emphasis is on developed international markets, the fund also allocates some assets to emerging markets and, occasionally, to U.S. equities when attractive opportunities arise. Distinctively, this fund does not hedge currency risk, leaving its investors exposed to the natural fluctuations of foreign exchange rates, which can enhance or detract from returns depending on currency movements.
The fund is positioned within the foreign large-value category, targeting stocks that possess relatively low valuations and slower growth profiles. Its portfolio is diversified across various sectors, with notable holdings in industrials, energy, financial services, and consumer defensive companies. Managed by an experienced team with deep tenure, the fund demonstrates a disciplined value investment philosophy and low portfolio turnover. Its structure appeals to investors seeking diversified international exposure with a transparent approach to currency risk, aiming to capture value opportunities worldwide.
Fund Family Tweedy, Browne
Category Foreign Large Value
Performance Rating Low
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol TBCUX
Index MSCI EAFE NR USD
TBCUX had a total return of 13.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.23%.
