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    Longleaf Partners Small-Cap (LLSCX)

    30.38 Up 0.50(1.67%) Apr 28
    Prev Close:29.88
    YTD Return*:4.60%
    Net Assets*:3.89B
    Yield*:0.13%

    * As of 31-Mar-16

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

    Headlines

    ยป More Headlines for LLSCX

    Top Holdings

    Symbol% AssetsYTD Return %
    DWA8.92N/A
    LVLT8.69N/A
    VSAT6.47N/A
    WYNN6.12N/A
    GHC5.27N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.89B
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:4.60%
    5y Avg Return:10.48%
    Rank in Category (ytd):4
    % Rank in Category (ytd):0.88%
    Beta (3y):0.86
    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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