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Longleaf Partners (LLPFX)

32.32 Up 0.20(0.62%) Nov 20
Prev Close:32.32
YTD Return*:4.50%
Net Assets*:7.87B
Yield*:0.22%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for LLPFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
LVLT8.5740.70
L7.20-10.22
CHEUF.HK7.0022.15
FDX6.2316.68
CNX5.52-2.11

Fund Basics

Morningstar Overall Rating:
Total Assets:7.87B
Category:Large Blend
Annual Report Expense Ratio (net):0.92%

Performance & Risk

YTD Return:4.50%
5y Avg Return:15.07%
Rank in Category (ytd):91
% Rank in Category (ytd):5.66%
Beta (3y):1.15
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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