Dow Up 0.48% Nasdaq Up 0.43%

Longleaf Partners (LLPFX)

35.32 Up 0.14(0.40%) Aug 19
Prev Close:35.18
YTD Return*:4.47%
Net Assets*:8.37B
Yield*:0.22%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for LLPFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
LVLT7.6630.24
FDX7.272.32
L7.08-12.16
CHEUF.HK7.0232.48
CHK6.712.54

Fund Basics

Morningstar Overall Rating:
Total Assets:8.37B
Category:Large Blend
Annual Report Expense Ratio (net):0.92%

Performance & Risk

YTD Return:4.47%
5y Avg Return:16.99%
Rank in Category (ytd):57
% Rank in Category (ytd):3.48%
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback