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    Longleaf Partners (LLPFX)

    31.54 Up 0.03(0.10%) May 28
    Prev Close:31.51
    YTD Return*:2.11%
    Net Assets*:6.85B
    Yield*:0.55%

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for LLPFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    LVLT10.5715.23
    CKHUF.HK10.0828.88
    L8.17-0.68
    AON7.664.77
    MUR5.71-7.32

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.85B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:2.11%
    5y Avg Return:11.04%
    Rank in Category (ytd):36
    % Rank in Category (ytd):2.2%
    Beta (3y):1.11
    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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