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    Longleaf Partners Small-Cap (LLSCX)

    24.46 Up 0.46(1.92%) Feb 12
    Prev Close:24.00
    YTD Return*:-4.19%
    Net Assets*:3.65B
    Yield*:0.15%

    * As of 31-Jan-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    LVLT11.03N/A
    DWA9.43N/A
    WYNN5.99N/A
    MTN5.76N/A
    VSAT5.50N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.65B
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:-4.19%
    5y Avg Return:10.25%
    Rank in Category (ytd):10
    % Rank in Category (ytd):2.19%
    Beta (3y):0.87
    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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