Longleaf Partners Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return31.304.55-12.8119.814.61
    Category Average30.727.81-2.8510.505.22
    Assets for Each Yr*14.6913.548.738.628.83
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 4.61 3.84 9.76

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,825 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 85.56 0.93 Below Avg
    International Stock 1.9 14.44 1.33 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-26-17

      Sector YTD Return % % Net Assets  
    Level 3 Communications Inc* Communication Services 8.22 7.77
    Consol Energy Inc* Energy -13.17 7.59
    Graham Holdings Co* Consumer Defensive 19.67 5.39
    FedEx Corp* Industrials 2.03 4.02
    Liberty Formula One Group C* Consumer Cyclical 10.53 3.17
    Alphabet Inc C* Technology 12.94 2.79
    Wynn Resorts Ltd* Consumer Cyclical 45.29 2.72
    United Technologies Corp* Industrials 8.43 1.96
    CNH Industrial NV* Industrials 25.66 1.90
    Scripps Networks Interactive Inc* Consumer Cyclical 7.59 1.85
    Rayonier Inc* Basic Materials 7.97 1.83
    Actuant Corp Class A* Industrials 5.20 1.74
    Scripps Networks Interactive Inc* Consumer Cyclical 7.59 1.60
    Deltic Timber Corp* Basic Materials 4.54 1.60
    Chesapeake Energy Corp* Energy -22.08 1.54
    Tribune Media Co A* Consumer Cyclical 22.18 1.17
    T. Rowe Price Group Inc* Financial Services -6.02 0.94
    Liberty Formula One Group A* Consumer Cyclical 6.44 0.21

    Best 5-Year Relative Performance | More
    04-26-17

    Worst 5-Year Relative Performance | More
    04-26-17

    Lowest Expenses | More
    04-26-17

    Highest Expenses | More
    04-26-17

    Longest Manager Tenure | More
    04-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners O. Mason Hawkins 26.60
    Longleaf Partners Sm O. Mason Hawkins 17.50
    Longleaf Partners In G. Staley Cates 12.70
    Longleaf Partners Gl G. Staley Cates 4.30

    Shortest Manager Tenure | More
    04-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners Gl G. Staley Cates 4.30
    Longleaf Partners In G. Staley Cates 12.70
    Longleaf Partners Sm O. Mason Hawkins 17.50
    Longleaf Partners O. Mason Hawkins 26.60