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Longleaf Partners LLPFX

Analyst rating as of
  • NAV / 1-Day Return 20.95  /  0.29 %
  • Total Assets 1.4 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 Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.03%
  • Turnover 35%

Morningstar’s Analysis LLPFX

Will LLPFX outperform in future?

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

Standout stock-picking has been absent here for many years.

Analyst

Summary

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Longleaf Partners' managers have never lacked the courage of their convictions, but they have struggled to execute their narrowly focused approach over the short and long run, warranting a Morningstar Analyst Rating of Neutral.

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