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Longleaf Partners LLPFX

Medalist Rating as of | See Longleaf Investment Hub
  • NAV / 1-Day Return 22.84  /  −0.44 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.63%
  • Turnover 43%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:24 AM GMT+0

Morningstar’s Analysis LLPFX

Will LLPFX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Longleaf Partners to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings LLPFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 49.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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