• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.10% Nasdaq Up 0.40%

    Longleaf Partners (LLPFX)

    29.16 Up 0.23(0.80%) Jul 30
    Prev Close:29.16
    YTD Return*:-4.03%
    Net Assets*:6.03B
    Yield*:0.58%

    * As of 30-Jun-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for LLPFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    LVLT10.93N/A
    AON8.12N/A
    L7.48N/A
    CKHUF.HK7.06N/A
    CNHI5.84N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.03B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:-4.03%
    5y Avg Return:12.53%
    Rank in Category (ytd):97
    % Rank in Category (ytd):5.82%
    Beta (3y):1.03
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks long-term capital growth. The fund invests primarily in a limited number of mid- and large- cap U.S. companies that the adviser believe to be significantly undervalued. It primarily owns common stock but may purchase other types of securities. The fund may invest up to 30% of assets in non-U.S. securities, which could include emerging market issuers, and may achieve its exposure to non-U.S. securities through investing in American depositary receipts (ADRs). It is non-diversified. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback