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Longleaf Partners Small Cap Fund: (MF: LLSCX)

(NASDAQ Mutual Funds) As of Feb 25, 2026 05:04 PM ET

$29.01 USD

-0.06 (-0.21%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.58 90
3 months 3.44 79
6 months 4.19 90
1 Year 7.11 62
3 Year 8.94 63
5 Year 4.25 70
10 Year 7.51 97

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 175.48
Bear Market (10/07 - 2/09) -57.74
Bull Market (2/09 - 3/21) 648.21

Load Adjusted Returns as of Jan 31, 2026

1 Year 7.56
5 Year 4.93
10 Year 6.88
Since Inception 9.71

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.49 2.70 2.03 1.13
2024 6.84 -4.23 8.92 -1.58
2023 4.24 3.70 0.26 10.85
2022 0.76 -15.66 -9.30 4.74
2021 11.74 1.91 -4.19 1.91

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.587.569.6920.15-19.2711.184.1319.65-6.528.9720.49
% Total Return Rel to Index 0.00-10.65-15.33-6.09-1.07-17.50-14.27-11.83-2.13-12.818.56
% Total Return Rel to Peer 0.000.25-2.234.070.24-8.13-14.86-5.784.25-6.624.54
% Perf Quintile vs Peer* 0.000.000.001.003.004.004.005.002.005.003.00
% Dividends 0.000.340.030.230.250.210.570.610.760.450.09
% Yield NA1.110.101.291.130.782.202.282.881.460.28
Capital Gains ($) 0.000.000.000.000.000.000.821.493.241.874.86
Expense Ratio 0.000.950.950.950.950.960.960.930.920.920.91

* 1 = Top 20%, 5 = Bottom 20%