Longleaf Partners Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-12.8119.8113.77-10.5811.39
    Category Average-4.1212.3517.35-10.7516.47
    Assets for Each Yr*8.738.628.526.336.98
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 11.39 6.14 3.31

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,975 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.1 77.27 0.95 Average
    International Stock 2.9 22.73 1.19 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    CenturyLink Inc* Communication Services -22.71 5.76
    CNX Resources Corp* Energy -33.89 3.67
    Graham Holdings Co* Consumer Defensive 10.15 3.34
    PotlatchDeltic Corp* RealEstate 17.86 2.52
    General Electric Co* Industrials 7.66 2.52
    Eastman Kodak Co* Industrials -7.45 2.17
    Viasat Inc* Technology 29.31 1.86
    United Technologies Corp* Industrials 17.98 1.60
    Alphabet Inc Class C* Technology 11.17 1.56
    Wynn Resorts Ltd* Consumer Cyclical 9.27 1.44
    Liberty Formula One Group C* Consumer Cyclical 28.96 1.41

    Best 5-Year Relative Performance | More
    08-23-19

    Worst 5-Year Relative Performance | More
    08-23-19

    Lowest Expenses | More
    08-23-19

    Fund Name Expense Ratio Analyst Report  
    Longleaf Partners Small-Cap 0.92 --
    Longleaf Partners 0.97 --
    Longleaf Partners Internatio 1.18 --
    Longleaf Partners Global 1.20 --

    Highest Expenses | More
    08-23-19

    Fund Name Expense Ratio Analyst Report  
    Longleaf Partners Global 1.20 --
    Longleaf Partners Internatio 1.18 --
    Longleaf Partners 0.97 --
    Longleaf Partners Small-Cap 0.92 --

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners O. Mason Hawkins 20.00
    Longleaf Partners Sm O. Mason Hawkins 19.90
    Longleaf Partners In G. Staley Cates 13.30
    Longleaf Partners Gl G. Staley Cates 4.70

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners Gl G. Staley Cates 4.70
    Longleaf Partners In G. Staley Cates 13.30
    Longleaf Partners Sm O. Mason Hawkins 19.90
    Longleaf Partners O. Mason Hawkins 20.00