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    Longleaf Partners (LLPFX)

    23.56 Up 0.15(0.64%) May 2
    Prev Close:23.41
    YTD Return*:4.34%
    Net Assets*:3.59B
    Yield*:1.14%

    * As of 31-Mar-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    LVLT8.53N/A
    CKHUF.HK8.46N/A
    FDX7.95N/A
    WYNN6.10N/A
    GOOG5.97N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.59B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.93%

    Performance & Risk

    YTD Return:4.34%
    5y Avg Return:4.10%
    Rank in Category (ytd):4
    % Rank in Category (ytd):0.24%
    Beta (3y):1.24
    Morningstar Risk Rating:5

    Fund Summary

    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
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