| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
3
4
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#336 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 15.85 percent over the past year, 9.57 percent over the past three years, 3.16 percent over the past five years, and 6.56 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.3% |
| 1 Year | 15.8% |
| 3 Years (Annualized) | 9.6% |
| 5 Years (Annualized) | 3.2% |
| 10 Years (Annualized) | 6.6% |
Summary
The investment seeks long-term capital growth. The fund invests primarily in a limited number of mid-cap and large-cap U.S. companies that the adviser believes to be significantly undervalued. It primarily owns common stock but may purchase other types of securities. The fund may invest up to 30% of assets in non-U.S. securities, which could include emerging market issuers, and may achieve its exposure to non-U.S. securities through investing in American depositary receipts (ADRs). It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Longleaf Partners Fund has an expense ratio of 0.91 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
Fund Opinions
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 2 on a scale of 1 to 5, with 1 being the best and 5 the worst.
Value Line 2013-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year, 2 for five years, and 4 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-03-12
The fund's Value Line Risk Rank, a measure of volatility, is 3 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.
Value Line 2013-03-12
Longleaf Partners’ highly disciplined approach has proven itself over many years and is deeply ingrained in the firm’s culture. They have an incredibly thorough understanding of the companies they own and the depth of their research is truly impressive. The team focuses on the long term. These factors give us a high level of conviction that the fund will be able to beat its benchmark on a long-term basis.
Litman Gregory 2010-06-30
