• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.64% Nasdaq Down 0.55%

    Longleaf Partners Small-Cap (LLSCX)

    32.94 Down 0.18(0.54%) May 28
    Prev Close:32.94
    YTD Return*:8.51%
    Net Assets*:4.62B
    Yield*:N/A

    * As of 30-Apr-15

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

    Headlines

    ยป More Headlines for LLSCX

    Top Holdings

    Symbol% AssetsYTD Return %
    LVLT9.6715.23
    GHC9.6016.47
    DWA7.2114.42
    RE5.397.02
    MTN5.129.33

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.62B
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:8.51%
    5y Avg Return:16.42%
    Rank in Category (ytd):1
    % Rank in Category (ytd):0.25%
    Beta (3y):0.75
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital growth. The fund invests primarily in a limited number of small-cap U.S. companies the advisers believe to be significantly undervalued. It normally invests at least 80% of net assets plus any borrowings for investment purposes in the equity securities, including convertible securities, of a limited number of companies whose market capitalizations are considered small cap. 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. It is non-diversified. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback