Tweedy, Browne Insider + Value ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Tweedy, Browne Insider + Value ETF COPY
Morningstar’s Analysis COPY
Will COPY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 10.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
EUR/USD FWD 20261229 Purchased | 7.72 | 32M | Derivative |
EUR/USD FWD 20261130 Purchased | 7.63 | 31M | Derivative |
EUR/USD FWD 20261030 Purchased | 6.56 | 27M | Derivative |
GBP/USD FWD 20261130 Purchased | 5.54 | 23M | Derivative |
GBP/USD FWD 20261229 Purchased | 5.48 | 23M | Derivative |
GBP/USD FWD 20261030 Purchased | 4.54 | 19M | Derivative |
U.S. Bank Money Market Deposit Account | 2.75 | 11M | Cash and Equivalents |
CAD/USD FWD 20261130 Purchased | 2.29 | 9M | Derivative |
CAD/USD FWD 20261229 Purchased | 2.27 | 9M | Derivative |
CAD/USD FWD 20261030 Purchased | 2.24 | 9M | Derivative |