Tweedy, Browne Value Fund
Shareclass
Tweedy, Browne Value (TWEBX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Tweedy, Browne Value Fund
FUND COVERAGE
# of holdings51
% of assets54%
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
10 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Diageo PLC ADR0.94%$5.79M
- 2. Sodexo0.41%$2.53M
- 3. Novartis AG Registered Shares1.06%$6.53M
- 4. Bank of America Corp0.64%$3.96M
- 5. BAE Systems PLC1.26%$7.73M
- 6. Wells Fargo & Co2.35%$14.42M
- 7. Johnson & Johnson1.52%$9.36M
- 8. Nestle SA ADR1.67%$10.26M
- 9. Vertex Pharmaceuticals Inc0.91%$5.58M
- 10. Roche Holding AG2.41%$14.83M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. U-Haul Holding Co Ordinary Shares - Series N1.02%$6.26M
- 2. Heineken Holding NV1.2%$7.39M
- 3. Berkshire Hathaway Inc Class A1.72%$10.56M
- 4. Berkshire Hathaway Inc Class B1.23%$7.54M
- 5. Adeka Corp0.4%$2.48M
- 6. Nifco Inc0.42%$2.6M
- 7. Atmus Filtration Technologies Inc0.35%$2.17M
- 8. Autoliv Inc0.54%$3.32M
- 9. Koito Manufacturing Co Ltd0.4%$2.44M
- 10. Subaru Corp0.83%$5.11M
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 Value Fund
Totals
Holdings
Assets
Weight
Prisons
4
$28.69M
4.67%
Prisons high risk
1
$2.53M
0.41%
Private prisons
1
$2.53M
0.41%
Borders
1
$8.06M
1.31%
Borders high risk
0
$0
0%
Total
4
$28.69M
4.67%
Holdings — 4 flagged holdings
1.
Berkshire Hathaway Inc Class A
$10.56M
1.72%
2.
Alphabet Inc Class A
:$8.06M
1.31%
3.
Berkshire Hathaway Inc Class B
$7.54M
1.23%
4.
Sodexo
$2.53M
0.41%
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 Value Fund TWEBX
Environment
Social
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