5 / 5 Stars
5 5 4 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#36 in Mid-Cap Blend
U.S. News evaluated 137 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.41 percent over the past year, 16.13 percent over the past three years, 27.69 percent over the past five years, and 10.73 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||5.2%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||27.7%|
|10 Years (Annualized)||10.7%|
The investment seeks long-term capital growth. The fund invests primarily in a limited number of small-cap U.S. companies the advisers believe to be significantly undervalued. It 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 are considered small cap. 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. It is non-diversified.
Fees are Low compared to funds in the same category.
Longleaf Partners Small Cap Fund has an expense ratio of 0.91 percent.
Risk is Average compared to funds in the same category according to Morningstar.