Longleaf Partners (LLPFX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.92%|
Performance & Risk
|5y Avg Return:||24.24%|
|Rank in Category (ytd):||98|
|% Rank in Category (ytd):||5.78%|
|Morningstar Risk Rating:||5|
The investment seeks long-term capital growth.
The fund invests primarily in a limited number of mid-cap and large-cap U.S. companies that the adviser believes 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