• FirefoxInstall the new Firefox »
  •  Dow Up 0.21% Nasdaq Up 0.32%

    Longleaf Partners (LLPFX)

    31.71 Up 0.07(0.22%) Mar 5
    Prev Close:31.64
    YTD Return*:2.24%
    Net Assets*:7.39B
    Yield*:0.54%

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for LLPFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    LVLT9.839.36
    L7.71-3.25
    CHEUF.HK7.5617.19
    CHK5.96-14.73
    CNX5.24-6.71

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:7.39B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:2.24%
    5y Avg Return:13.46%
    Rank in Category (ytd):70
    % Rank in Category (ytd):4.22%
    Beta (3y):1.10
    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