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Longleaf Partners Small-Cap LLSCX

Analyst rating as of
NAV / 1-Day Return
25.12  /  0.20 %
Total Assets
1.9 Bil
Adj. Expense Ratio
0.930%
Expense Ratio
0.930%
Fee Level
Below Average
Longest Manager Tenure
31.07 years
Category
Mid-Cap Blend
Investment Style
Small Value
Min. Initial Investment
10,000
Status
Open
TTM Yield
2.32%
Turnover
22%
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Morningstar’s Analysis

Will LLSCX outperform in future?

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

This fund reopened in April 2020 for the first time in 23 years, but that doesn't necessarily make it compelling.

Senior Analyst

Summary

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Longleaf Partners Small-Cap is showing its conviction, but that hasn't always been enough. It maintains its Morningstar Analyst Rating of Neutral.

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