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Longleaf Partners Small-Cap (LLSCX)

34.10 Down 0.04(0.12%) May 20

Prev Close:34.10
YTD Return*:7.51%
Net Assets*:3.82B
Yield*:0.09%

* As of 28-Feb-13

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

Top Holdings

Symbol% AssetsYTD Return %
TXI11.3219.13
MSG5.6625.84
MLM5.494.82
MTN5.303.90
LAMR5.1818.43
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:3.82B
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.92%
Fund Profile | Holdings

Performance & Risk

YTD Return:7.51%
5y Avg Return:9.16%
Rank in Category (ytd):66
% Rank in Category (ytd):15.42%
Beta (3y):1.02
Morningstar Risk Rating:3
Performance Details | Risk Details

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
Fund Profile
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