LLPFX : Longleaf Partners Fund

LLPFX is a US Stocks Market Large Value with MODERATE fees.

LLPFX

Longleaf Partners Fund

FI Score

50 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

50% FI Score
  • llpfx
  • Mutual Fund
  • US Stocks
  • Large Value

Longleaf Partners Fund

Expenses: 0.93% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. The fund primarily owns common stock or securities convertible into 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.

Largest Holdings

Amount Holding
11.27% CenturyLink Inc
7.82% FedEx Corp
6.30% Williams Companies Inc
6.20% Mattel Inc
6.19% General Electric Co
6.07% Utd Tech
4.99% Affiliated Managers Group Inc
4.87% CK Hutchison Holdings Ltd
4.80% Alphabet Inc Class C
4.79% LafargeHolcim Ltd
4.75% DuPont de Nemours Inc
4.68% Fairfax Financial Holdings Ltd Shs Subord.Vtg
4.58% Comcast Corp Class A
4.50% CNH Industrial NV
4.30% CNX Resources Corp
4.23% Hyatt Hotels Corp
1.95% Park Hotels & Resorts Inc

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