ICPYTweedy, Browne International Insider + Value ETF

Grow my moneyNewRanked #953 of 2,960 in this goal

Seeks long-term capital growth.

By Tweedy, Browne · Launched 2025

Annual Cost

0.01%

#109 of 5,562 · low cost

Fund Size

$70M

#3,259 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

9 months

#4,732 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,385+23.9%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global ex-US

Cap

Multi cap

Strategy

Active selection

Factor

Value

Sector

Financials

What it actually holds

By weight

Concentration

Top 10 holdings = 15.4% of fund✓ well diversified

DPM Metals Inc

2.4%

BAWAG Group AG

2.0%

Erste Group Bank AG

1.9%

Banco Santander SA

1.6%

Burberry Group PLC

1.3%

OTP Bank Nyrt

1.3%

Bankinter SA

1.3%

CIBC

1.3%

Peyto Exploration & Developmen

1.2%

U.S. Bank Money Market Deposit AccountUSBFS04

1.2%

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

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term capital growth.
Strategy: Invests primarily in equity securities of undervalued non-U.S. companies with active insider purchases or buybacks. Uses a quantitative approach to select small-, mid-, and large-cap stocks across various sectors, including emerging markets.
Inception date: September 9, 2025
Fund family: Tweedy, Browne