• FirefoxUpgrade to the new Firefox »
  •  Dow Up 2.43% Nasdaq Up 2.24%

    Longleaf Partners Small-Cap (LLSCX)

    30.48 Up 0.17(0.56%) Dec 18
    Prev Close:30.31
    YTD Return*:14.86%
    Net Assets*:4.44B
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    ยป More Headlines for LLSCX

    Top Holdings

    Symbol% AssetsYTD Return %
    LVLT9.1147.33
    GHC6.8936.45
    RYN5.46-8.91
    RE5.4013.34
    TWTC5.1540.40

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.44B
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:14.86%
    5y Avg Return:20.00%
    Rank in Category (ytd):2
    % Rank in Category (ytd):0.53%
    Beta (3y):0.72
    Morningstar Risk Rating:2

    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback