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 Dow Down 0.72% Nasdaq Down 0.50%

Longleaf Partners (LLPFX)

35.95 Down 0.21(0.58%) Jul 25
Prev Close:36.16
YTD Return*:7.08%
Net Assets*:8.63B
Yield*:0.22%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for LLPFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
L7.42-7.70
LVLT7.1534.07
CHEUF.HK6.6622.52
FDX6.666.23
CHK5.7914.55

Fund Basics

Morningstar Overall Rating:
Total Assets:8.63B
Category:Large Blend
Annual Report Expense Ratio (net):0.92%

Performance & Risk

YTD Return:7.08%
5y Avg Return:18.53%
Rank in Category (ytd):29
% Rank in Category (ytd):1.77%
Beta (3y):1.25
Morningstar Risk Rating:5

Fund Summary

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
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