Longleaf Partners Small-Cap (LLSCX)
* As of 31-Aug-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.91%|
Performance & Risk
|5y Avg Return:||20.15%|
|Rank in Category (ytd):||23|
|% Rank in Category (ytd):||5.88%|
|Morningstar Risk Rating:||3|
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