COPYTweedy, Browne Insider + Value ETF
Seeks long-term capital growth.
By Tweedy, Browne · Launched 2024
Annual Cost
0.80%
#4,362 of 5,861 · expensive
Fund Size
$339M
#1,895 of 5,861 · large
Return (1Y)Goal
+32.8%
Track Record
1 year
#3,956 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$13,443+34.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 13.3% of fund✓ well diversified
U.S. Bank Money Market Deposit AccountUSBFS04
2.7%
StoneX Group Inc
1.5%
Banco Santander SA
1.4%
Samsung Electronics Co Ltd
1.3%
Hyundai Glovis Co Ltd
1.2%
Peyto Exploration & Developmen
1.1%
Burberry Group PLC
1.0%
KT Corp
1.0%
Bankinter SA
1.0%
HCI Group Inc
1.0%
Asset allocation
Stocks
94.2%
Cash
5.4%
Other
0.4%
By sector
Consumer Cyclical
20.9%
Financial Services
19.8%
Industrials
13.4%
Energy
11.8%
Communication
8.6%
Consumer Defensive
7.7%
Healthcare
6.5%
Basic Materials
5.8%
Other
5.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.2%Moderate
Year-on-year price swings
Max drawdown
-14.1%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital growth.
- Strategy
- Actively manages a portfolio of equity securities of U.S. and non-U.S. companies across a broad cross-section of market capitalizations, focusing on undervalued stocks with insider purchases or buyback programs. Invests in companies in the U.S., Europe, the UK, and Asia, and may hedge currency risk.
- Inception date
- December 26, 2024
- Fund family
- Tweedy, Browne
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Data updated on 2026-08-04