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Longleaf Partners LLPFX

Analyst rating as of
NAV / 1-Day Return
22.04  /  0.59 %
Total Assets
1.7 Bil
Adj. Expense Ratio
0.790%
Expense Ratio
0.790%
Fee Level
Average
Longest Manager Tenure
33.64 years
Category
US Fund Large Value
Investment Style
Mid Value
Min. Initial Investment
10,000
Status
Open
TTM Yield
2.24%
Turnover
6%
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Morningstar’s Analysis

Will LLPFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Management's convictions haven't necessarily served this fund well.

Senior Analyst

Summary

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Longleaf Partners' deep-value portfolio and management-focused process haven't been an effective mix. The fund retains its Morningstar Analyst Rating of Neutral.

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