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    Longleaf Partners (LLPFX)

    31.59 Up 0.12(0.38%) Dec 19
    Prev Close:31.47
    YTD Return*:7.30%
    Net Assets*:7.86B
    Yield*:0.22%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for LLPFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    LVLT8.5747.33
    L7.20-13.97
    CHEUF.HK7.0023.25
    FDX6.2325.85
    CNX5.52-1.50

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:7.86B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.92%

    Performance & Risk

    YTD Return:7.30%
    5y Avg Return:14.56%
    Rank in Category (ytd):88
    % Rank in Category (ytd):5.58%
    Beta (3y):1.14
    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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