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ICPYTweedy, Browne International Insider + Value ETF

Grow my moneyNewRanked #2,124 of 2,999 in this goal

Seeks long-term capital growth.

By Tweedy, Browne · Launched 2025

Annual Cost

0.80%

#4,362 of 5,861 · expensive

Fund Size

$70M

#3,314 of 5,861 · mid-size

Return (1Y)Goal

N/A

Track Record

11 months

#4,624 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$12,910+29.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Factor

Value

What it actually holds

By weight

Concentration

Top 10 holdings = 17.4% of fundwell diversified

U.S. Bank Money Market Deposit AccountUSBFS04
3.9%
Banco Santander SA
1.9%
Samsung Electronics Co Ltd
1.8%
Hyundai Glovis Co Ltd
1.6%
Peyto Exploration & Developmen
1.5%
KT Corp
1.4%
Burberry Group PLC
1.4%
Bankinter SA
1.4%
OSB Group PLC
1.3%
Befesa SA
1.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-8.9%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 primarily invested in equity securities of non-U.S. companies, focusing on those that are undervalued and where insiders are actively purchasing shares. The strategy targets diversification by issue, industry, country, and market capitalization, with an initial focus on the financial services sector.
Inception date
September 9, 2025
Fund family
Tweedy, Browne

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Data updated on 2026-08-04