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Longleaf Partners (LLPFX)

34.24 Up 0.14(0.41%) Apr 17
Get the big picture on all your investments.
Prev Close:34.10
YTD Return*:0.27%
Net Assets*:8.29B
Yield*:0.23%

* As of 31-Mar-14

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

Top Holdings

Symbol% AssetsYTD Return %
L7.77-7.93
FDX6.91-6.61
CHK5.87-3.40
LVLT5.8022.85
BK5.791.77

Fund Basics

Morningstar Overall Rating:
Total Assets:8.29B
Category:Large Blend
Annual Report Expense Ratio (net):0.92%

Performance & Risk

YTD Return:0.27%
5y Avg Return:22.64%
Rank in Category (ytd):93
% Rank in Category (ytd):5.49%
Beta (3y):1.22
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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