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COPY - ETF Fact Sheet

Tweedy, Browne Insider + Value ETF - USD

Fund Identification

Ticker

COPY

ISIN

US75526L8607

Main Metrics

Price

$14.73

Expense Ratio

0.8%

AuM

$340.64M

Tracking Difference

%

Ratings

Trackinsight rating

N/A

ESG Consensus®

This fund’s exact Final Sustainability Grade is available in Trackinsight Enterprise.
Learn more about Trackinsight Enterprise

Official Investment Strategy

This Fund is an actively managed and fully transparent Exchange Traded Fund (ETF) that utilizes a proprietary multi-factor Tweedy Browne value model. The approach is informed by empirical research and the extensive experience of our Investment Committee. We target investments in US and non-US companies that we believe are undervalued and where knowledgeable “insiders,” i.e., executives, corporate officers, and/or directors or controlling shareholders, have been actively purchasing the company’s equity securities and/or the company is conducting opportunistic share buybacks.

COPY's historical prices, performance, and flows

-1.00.01.02.03.0%
1m returns
2.21%
1m flows
$13M
* Net total returns
All data as of 21 May 2026

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COPY's characteristics

Manager statistics

2 funds, $0.41Bn in AUM

Asset class

Equity

Dividend policy

Distributing

Meets ESG criteria

No

COPY's exposure

The COPY ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.

3.0%