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    Longleaf Partners (LLPFX)

    31.94 Down 0.05(0.16%) Feb 27
    Prev Close:31.99
    YTD Return*:-2.88%
    Net Assets*:7.15B
    Yield*:0.57%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for LLPFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    LVLT9.831.64
    L7.71-6.81
    CHEUF.HK7.5613.16
    CHK5.965.30
    CNX5.24-10.50

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:7.15B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:-2.88%
    5y Avg Return:13.38%
    Rank in Category (ytd):42
    % Rank in Category (ytd):2.53%
    Beta (3y):1.12
    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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