Tweedy, Browne International Value Fund
Shareclass
Tweedy, Browne International Value Fund (TBGVX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Tweedy, Browne International Value Fund
FUND COVERAGE
# of holdings43
% of assets44%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Bank of Canada1.71%$119.49M
- 2. Diageo PLC1.45%$101.22M
- 3. Sodexo0.12%$8.45M
- 4. Novartis AG Registered Shares2.22%$154.5M
- 5. BAE Systems PLC1.15%$80.05M
- 6. Nestle SA2.06%$143.3M
- 7. Roche Holding AG2.31%$160.9M
- 8. TotalEnergies SE2.02%$140.54M
- 9. Zurich Insurance Group AG0.48%$33.42M
- 10. DBS Group Holdings Ltd0.62%$42.98M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Heineken Holding NV1.89%$131.8M
- 2. Adeka Corp0.39%$27.19M
- 3. Nifco Inc0.39%$27.25M
- 4. Autoliv Inc0.59%$41.34M
- 5. Koito Manufacturing Co Ltd0.43%$29.67M
- 6. Subaru Corp0.72%$50M
- 7. Mitsubishi Gas Chemical Co Inc0.4%$28M
- 8. Ionis Pharmaceuticals Inc2.21%$153.77M
- 9. Niterra Co Ltd0.45%$31.7M
- 10. Nippon Sanso Holdings Corp0.69%$48.13M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Tweedy, Browne International Value Fund
Totals
Holdings
Assets
Weight
Prisons
2
$13.67M
0.2%
Prisons high risk
1
$8.45M
0.12%
Private prisons
1
$8.45M
0.12%
Borders
1
$5.22M
0.07%
Borders high risk
0
$0
0%
Total
2
$13.67M
0.2%
Holdings — 2 flagged holdings
1.
Sodexo
$8.45M
0.12%
2.
Alphabet Inc Class A
:$5.22M
0.07%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Tweedy, Browne International Value Fund TBGVX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer