ICPYTweedy, Browne International Insider + Value ETF
Seeks long-term capital growth.
By Tweedy, Browne · Launched 2025
Annual Cost
0.80%
#4,522 of 6,040 · expensive
Fund Size
$70M
#3,408 of 6,040 · mid-size
Return (1Y)
+31.3%
Track Record
1 year
#4,628 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$13,093+30.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 17.4% of funddiversified
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+ yearsVolatility (1Y)
13.7%Moderate
Year-on-year price swings
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
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18