COPYTweedy, Browne Insider + Value ETF
Seeks long-term capital growth.
By Tweedy, Browne · Launched 2024
Annual Cost
0.80%
#4,522 of 6,040 · expensive
Fund Size
$420M
#1,803 of 6,040 · large
Return (1Y)
+28.5%
Track Record
1 year
#3,971 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,859+28.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 13.3% of funddiversified
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
93.4%
Cash
6.9%
By sector
Consumer Cyclical
21.4%
Financial Services
16.2%
Industrials
13.5%
Energy
11.3%
Consumer Defensive
9.0%
Communication
8.3%
Technology
7.6%
Basic Materials
6.3%
Other
6.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.0%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 2026-09-18