Longleaf Partners (llpfx)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
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Fund Description Update
Longleaf Partners (LLPFX) Description: LLPFX is a mutual fund, which is an investment that owns a basket of assets. The LLPFX mutual fund was provided by Longleaf and this investment vehicle derives the majority of its value from equity holdings (stocks). Longleafs mutual fund has a long management tenure and is in the large fund size classification. LLPFXs minimum initial investment amount is $10000 while the IRA minimum is $10000. LLPFXs expense ratio is roughly 1%. The latest LLPFXs front end load was 0% and the back end load was 0%. The Longleaf Partners (LLPFX) mutual fund falls under the large-cap mixed category. LLPFX focuses its investments in USA and LLPFX is not affiliated with a particular industry or fund sector. The Longleaf Partners (LLPFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LLPFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LLPFXs research report features technical analysis and long term investment potential.
This investment vehicle seeks long-term capital growth. The fund normally invests in the equity securities (see equity research) of a limited number of mid and large-cap companies. Most of these securities are listed on the major securities exchanges. It may invest up to 30% of assets in foreign securities, which could include emerging market issuers and up to 15% of assets in non-registered or illiquid securities. The funds non-diversified.
Longleaf Partners's executives / managers make better investing decisions, because their assets are invested along side their client's. Longleaf Partners's management team has a long history of working together. This helps ensure consistent future returns.