Tweedy, Browne Worldwide High Dividend Yield Value Fund
Shareclass
Tweedy, Browne Worldwide Hi Div Yld Val (TBHDX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 390 out of 1,094 funds
See more funds from this group
All funds
Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
12/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
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 Worldwide High Dividend Yield Value Fund TBHDX
Environment
Social
Search more funds
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Diageo PLC3.71% of assets$2.16M invested
- 2. Novartis AG Registered Shares2.7% of assets$1.57M invested
- 3. Bank of America Corp2.33% of assets$1.36M invested
- 4. BAE Systems PLC2.81% of assets$1.64M invested
- 5. Zurich Insurance Group AG1.99% of assets$1.16M invested
- 6. Johnson & Johnson2.38% of assets$1.39M invested
- 7. Teleperformance SE2.15% of assets$1.25M invested
- 8. Nestle SA4.03% of assets$2.35M invested
- 9. Roche Holding AG3.18% of assets$1.85M invested
- 10. Munchener Ruckversicherungs-Gesellschaft AG1% of assets$582,068 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Adeka Corp1.31% of assets$763,636 invested
- 2. Autoliv Inc0.63% of assets$369,533 invested
- 3. Subaru Corp1.2% of assets$697,711 invested
- 4. Mitsubishi Gas Chemical Co Inc1.51% of assets$880,663 invested
- 5. Sumitomo Heavy Industries Ltd0.63% of assets$365,155 invested
- 6. Kuraray Co Ltd1.41% of assets$821,305 invested
- 7. Dentsu Group Inc0.82% of assets$476,743 invested
- 8. Nippon Express Holdings Inc0.97% of assets$563,001 invested
- 9. Jardine Matheson Holdings Ltd1.55% of assets$906,052 invested
- 10. Howden Joinery Group PLC0.81% of assets$473,933 invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided by
Find more financial data on TBHDX at Morningstar.com
Find more financial data on TBHDX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
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