Longleaf Partners’ management team has plenty of experience, but its intrepid approach has drawbacks. The fund retains its Morningstar Analyst Rating of Neutral.
Longleaf Partners LLPFX
NAV / 1-Day Return
17.73
/
2.31
%
Total Assets
1.2 Bil
Adj. Expense Ratio
0.790%
Expense Ratio
0.790%
Fee Level
Average
Longest Manager Tenure
35.47
years
Category
Large Value
Investment Style
Mid ValueMin. Initial Investment
10,000
Status
Open
TTM Yield
1.04%
Turnover
35%
Morningstar’s Fund Analysis LLPFX
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.
Clear and present risks.
