Longleaf Partners Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-12.8119.8113.77-10.58--
    Category Average-2.8510.5019.00-9.894.40
    Assets for Each Yr*8.738.628.526.336.33
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -10.58 6.82 2.13

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,330 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 80.71 0.94 Average
    International Stock 2.9 19.29 1.25 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Graham Holdings Co* Consumer Defensive 2.89 3.00
    FedEx Corp* Industrials 9.66 2.34
    General Electric Co* Industrials 19.68 1.99
    Actuant Corp Class A* Industrials 8.29 1.97
    Allergan PLC* Healthcare 19.87 1.80
    CNH Industrial NV* Industrials 11.73 1.71
    Lazard Ltd Shs A* Financial Services 6.72 0.54

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners O. Mason Hawkins 19.40
    Longleaf Partners Sm O. Mason Hawkins 19.30
    Longleaf Partners In G. Staley Cates 12.70
    Longleaf Partners Gl G. Staley Cates 4.10

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Longleaf Partners Gl G. Staley Cates 4.10
    Longleaf Partners In G. Staley Cates 12.70
    Longleaf Partners Sm O. Mason Hawkins 19.30
    Longleaf Partners O. Mason Hawkins 19.40