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LLSCX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Longleaf Partners Small-Cap (LLSCX) Ownership - Who owns Longleaf Partners Small-Cap?

The investment seeks long-term capital growth... Show more

Category: #Small Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

LLSCX

Net Assets

681M

Fund Existence

over 36 years

Turnover

27.00

Total Expense Ratio

0.95

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

10000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.04

Assets in Top Ten Holdings

496M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

677M

Fund Type

OpenEnd

Index Fund

Management Fee

0.88

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

20.00

Number of Net Holdings

20.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

63.60%

Gain YTD

3.874

Annual Yield % from dividends

0.11

Returns for 1 year

8.55

Returns for 3 years

24.11

Returns for 5 years

28.68

Returns for 10 years

8.75

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General Information

Category SmallBlend

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Fundamentals

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