Tweedy, Browne Insider + Value ETF COPY

Medalist Rating as of | See Tweedy, Browne Investment Hub

Morningstar’s Analysis COPY

Will COPY outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Tweedy, Browne Insider + Value ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings COPY

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EUR/USD FWD 20261229 Purchased

7.44 31M
Derivative

EUR/USD FWD 20261130 Purchased

7.35 31M
Derivative

EUR/USD FWD 20261030 Purchased

6.32 27M
Derivative

GBP/USD FWD 20261130 Purchased

5.45 23M
Derivative

GBP/USD FWD 20261229 Purchased

5.39 23M
Derivative

GBP/USD FWD 20261030 Purchased

4.47 19M
Derivative

U.S. Bank Money Market Deposit Account

4.29 18M
Cash and Equivalents

CAD/USD FWD 20261130 Purchased

2.27 10M
Derivative

CAD/USD FWD 20261229 Purchased

2.25 9M
Derivative

CAD/USD FWD 20261030 Purchased

2.21 9M
Derivative

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