Longleaf Partners Global Fund

Class Other (LLGLX)

U.S. News evaluated 304 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 27.20 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.2%
1 Year 27.2%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital growth. The fund normally invests at least 40% of its total assets in the equity securities of non-U.S. issuers throughout the world, which could include emerging market issuers, and may achieve its exposure to non-U.S. securities through investing in American depositary receipts (ADRs). It primarily owns common stock or securities convertible into common stocks. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Longleaf Partners Global Fund has an expense ratio of 1.65 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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