Longleaf Partners Small-Cap Fund
LLSCX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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90-Day Total Return
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Forward Dividend Yield
Price
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52-Week Low
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NAV
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52-Week High
Company Information
Provider
Longleaf Partners
Manager/Tenure
(Years)
(Years)
O. Mason Hawkins (35), Ross Glotzbach (11)
Website
Address
Longleaf Partners
Pawtucket RI - 2860
Pawtucket RI - 2860
Country
United States
Phone Number
800-445-9469
Investment Strategy
The investment seeks long-term capital growth. The Small-Cap Fund normally invests at least 80% of net assets plus any borrowings for investment purposes in the equity securities, including convertible securities, of a limited number of companies whose market capitalizations at the time of purchase are considered small cap. The fund primarily owns common stock but may purchase other types of securities. It is non-diversified.