Longleaf Partners Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-12.8119.8113.77-10.5811.33
    Category Average-2.8510.5019.00-9.8912.48
    Assets for Each Yr*8.738.628.526.337.03
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 11.33 12.43 4.20

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,030 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 81.01 0.95 Average
    International Stock 3.0 18.99 1.19 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-21-19

      Sector YTD Return % % Net Assets  
    Eastman Kodak Co* Technology 24.71 2.52
    Summit Materials Inc A* Basic Materials 40.08 2.49
    Lazard Ltd Shs A* Financial Services 3.66 2.39
    General Electric Co* Industrials 37.91 2.35
    GCI Liberty Inc A* Communication Services 37.20 2.13
    Realogy Holdings Corp* RealEstate -20.30 2.12
    FedEx Corp* Industrials 11.35 1.98
    Actuant Corp Class A* Industrials 15.10 1.94
    Alphabet Inc Class C* Technology 18.92 1.66
    CNH Industrial NV* Industrials 18.35 1.60
    United Technologies Corp* Industrials 19.85 1.58
    Comcast Corp Class A* Communication Services 17.62 1.27

    Best 5-Year Relative Performance | More
    03-21-19

    Worst 5-Year Relative Performance | More
    03-21-19

    Lowest Expenses | More
    03-21-19

    Highest Expenses | More
    03-21-19

    Longest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners O. Mason Hawkins 19.50
    Longleaf Partners Sm O. Mason Hawkins 19.40
    Longleaf Partners In G. Staley Cates 12.80
    Longleaf Partners Gl G. Staley Cates 4.20

    Shortest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners Gl G. Staley Cates 4.20
    Longleaf Partners In G. Staley Cates 12.80
    Longleaf Partners Sm O. Mason Hawkins 19.40
    Longleaf Partners O. Mason Hawkins 19.50