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    Longleaf Partners Small-Cap (LLSCX)

    33.10 Up 0.02(0.06%) Apr 24
    Prev Close:33.08
    YTD Return*:5.98%
    Net Assets*:4.69B
    Yield*:N/A

    * As of 31-Mar-15

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

    Headlines

    ยป More Headlines for LLSCX

    Top Holdings

    Symbol% AssetsYTD Return %
    LVLT14.009.19
    GHC8.4321.32
    RE5.632.20
    OCI5.34-4.68
    VSAT4.94-4.58

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.69B
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:5.98%
    5y Avg Return:16.50%
    Rank in Category (ytd):8
    % Rank in Category (ytd):2.12%
    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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