Longleaf Partners experiences the highs and lows of a deep-value strategy. The fund retains its Morningstar Analyst Rating of Neutral.
Longleaf Partners LLPFX
NAV / 1-Day Return
26.58
/
0.64
%
Total Assets
1.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.790%
Expense Ratio
0.790%
Fee Level
Average
Longest Manager Tenure
34.54
years
Category
Large Value
Investment Style
Mid ValueMin. Initial Investment
10,000
Status
Open
TTM Yield
0.88%
Turnover
37%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will LLPFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LLPFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LLPFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of LLPFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Truly deep value these days.
