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    Longleaf Partners (LLPFX)

    26.20 Down 0.04(0.15%) Aug 31
    Prev Close:26.24
    YTD Return*:-7.07%
    Net Assets*:5.72B
    Yield*:0.59%

    * As of 31-Jul-15

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

    Headlines

    ยป More Headlines for LLPFX

    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:5.72B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:-7.07%
    5y Avg Return:10.84%
    Rank in Category (ytd):99
    % Rank in Category (ytd):5.97%
    Beta (3y):1.01
    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
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