Dow Down 1.29% Nasdaq Down 3.25%

Longleaf Partners (LLPFX)

19.42 Down 0.23(1.17%) Feb 5
Prev Close:19.65
YTD Return*:-7.27%
Net Assets*:3.30B
Yield*:1.26%

* As of 31-Jan-16

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

Headlines

ยป More Headlines for LLPFX

Top Holdings

Symbol% AssetsYTD Return %
CKHUF.HK10.72N/A
LVLT10.21N/A
GOOG9.65N/A
WYNN7.46N/A
FDX7.20N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:3.3B
Category:Large Blend
Annual Report Expense Ratio (net):0.91%

Performance & Risk

YTD Return:-7.27%
5y Avg Return:3.06%
Rank in Category (ytd):88
% Rank in Category (ytd):5.48%
Beta (3y):1.17
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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