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    Longleaf Partners Small-Cap (LLSCX)

    31.04 Up 0.07(0.23%) Jul 31
    Prev Close:30.97
    YTD Return*:4.64%
    Net Assets*:4.50B
    Yield*:N/A

    * As of 30-Jun-15

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

    Headlines

    ยป More Headlines for LLSCX

    Top Holdings

    Symbol% AssetsYTD Return %
    GHC10.22N/A
    LVLT9.83N/A
    DWA8.17N/A
    RE5.86N/A
    MTN5.62N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.5B
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:4.64%
    5y Avg Return:18.84%
    Rank in Category (ytd):17
    % Rank in Category (ytd):4.26%
    Beta (3y):0.76
    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
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