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Longleaf Partners Small-Cap (LLSCX)

33.82 Down 0.05(0.15%) Apr 24
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Prev Close:33.87
YTD Return*:5.18%
Net Assets*:4.29B
Yield*:N/A

* As of 31-Mar-14

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

Headlines

  • No Headlines available for LLSCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
TXI12.5230.21
LVLT6.9622.85
GHC6.8810.17
RE5.48-2.07
ESRT4.550.75

Fund Basics

Morningstar Overall Rating:
Total Assets:4.29B
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.91%

Performance & Risk

YTD Return:5.18%
5y Avg Return:27.69%
Rank in Category (ytd):6
% Rank in Category (ytd):1.43%
Beta (3y):0.90
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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