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Longleaf Partners (LLPFX)

34.58 Down 0.06(0.17%) Oct 29
Prev Close:34.58
YTD Return*:3.41%
Net Assets*:8.04B
Yield*:0.22%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for LLPFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
LVLT7.6632.59
FDX7.2710.38
L7.08-13.94
CHEUF.HK7.0219.97
CHK6.71-11.64

Fund Basics

Morningstar Overall Rating:
Total Assets:8.04B
Category:Large Blend
Annual Report Expense Ratio (net):0.92%

Performance & Risk

YTD Return:3.41%
5y Avg Return:13.83%
Rank in Category (ytd):87
% Rank in Category (ytd):5.38%
Beta (3y):1.18
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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