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Longleaf Partners Small-Cap LLSCX

Quantitative rating as of
  • NAV / 1-Day Return 23.12  /  0.57 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.20%
  • Turnover 33%

Morningstar’s Analysis LLSCX

Will LLSCX outperform in future?

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

Summary

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Longleaf Partners Small-Cap's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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