Longleaf Partners (LLPFX)
* As of 31-Jul-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.91%|
Performance & Risk
|5y Avg Return:||10.84%|
|Rank in Category (ytd):||99|
|% Rank in Category (ytd):||5.97%|
|Morningstar Risk Rating:||5|
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