Send me a link:

*Text messaging rates may apply.

 Dow Down 0.72% Nasdaq Down 0.50%

Longleaf Partners Small-Cap (LLSCX)

35.50 Down 0.09(0.25%) Jul 25
Prev Close:35.50
YTD Return*:9.24%
Net Assets*:4.43B
Yield*:N/A

* As of 30-Jun-14

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

Headlines

ยป More Headlines for LLSCX

Top Holdings

Symbol% AssetsYTD Return %
TXI15.6633.91
LVLT7.8934.07
GHC7.019.65
RE5.164.86
ESRT4.319.87

Fund Basics

Morningstar Overall Rating:
Total Assets:4.43B
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.91%

Performance & Risk

YTD Return:9.24%
5y Avg Return:23.77%
Rank in Category (ytd):10
% Rank in Category (ytd):2.46%
Beta (3y):0.93
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback