LLSCX Rating, Research - Longleaf Partners Small-Cap

Longleaf Partners Small-Cap (llscx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 18

Threats + Weaknesses = 11

When strengths & opportunities substantially exceed threats & weaknesses an investment in the llscx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Longleaf Partners Small-Cap (LLSCX) Description: LLSCX is a mutual fund, which is an investment that owns a basket of assets. The LLSCX 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. LLSCXs minimum initial investment amount is $10000 while the IRA minimum is $10000. LLSCXs expense ratio is roughly 1%. The latest LLSCXs front end load was 0% and the back end load was 0%. The Longleaf Partners Small-Cap (LLSCX) mutual fund falls under the mid-cap value category. LLSCX focuses its investments in USA and LLSCX is not affiliated with a particular industry or fund sector. The Longleaf Partners Small-Cap (LLSCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LLSCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LLSCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks a high total return. The fund normally invests at least 65% of total assets in equity securities (see equity research) of small- to medium-sized U.S. companies as defined by reference to those with market capitalizations up to the largest companies represented in the Russell Midcap Index. It may invest up to 20% of assets in real estate investment trusts. It may invest up to 20% of its total assets in foreign securities.

Management Analysis Update

Longleaf Partners Small-Cap's executives / managers make better investing decisions, because their assets are invested along side their client's. Longleaf Partners Small-Cap has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update