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    Longleaf Partners (LLPFX)

    30.53 Up 0.31(1.03%) Jan 29
    Prev Close:30.53
    YTD Return*:4.92%
    Net Assets*:7.55B
    Yield*:0.56%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for LLPFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    LVLT8.57-0.06
    L7.20-0.67
    CHEUF.HK7.000.00
    FDX6.23-0.70
    CNX5.521.45

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:7.55B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.92%

    Performance & Risk

    YTD Return:4.92%
    5y Avg Return:13.09%
    Rank in Category (ytd):94
    % Rank in Category (ytd):5.99%
    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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