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Longleaf Partners Small Cap Fd: (MF: LLSCX)
(MF) As of Apr 17, 2015 06:05 PM ET
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Zacks MF Rank : 2 - Buy
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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General Information as of Mar 31, 2015
%Unrealized Gain YTD
Net Assets (Mil $) 3/31/2015
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 3/31/2015
% of Portfolio
Top Equity Holdings
(As of 12/31/2014) % of Portfolio
LEVEL 3 COMMUNICATIONS IN 14.00
GRAHAM HOLDINGS COMPANY
EVEREST RE GROUP
VAIL RESORTS INC
DREAMWORKS ANIMATION SKG 4.75
HOPEWELL HOLDINGS LTD
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Longleaf Partners Small Cap Fd LLSCX
%Max Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in December 1988 and is managed by Southeastern Asset Management, Inc. The fund seeks long-term capital growth. The fund normally invests in a limited number of companies whose market capitalizations at the time of purchase are within the range of companies in the Russell 2000 Index, the S&P Small-Cap 600 Index, or the Wilshire Small-Cap 1750 Index. These companies are believed to be significantly undervalued. The fund may invest up to 30% of its assets in foreign securities and 15% of its assets in non-registered or illiquid securities. Dividends and capital gains are distributed annually.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
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