Longleaf Partners Fund Quote
| LLPFX Fund | USD 24.84 0.09 0.36% |
PerformanceSolid
| Odds Of DistressLow
|
Longleaf Partners is trading at 24.84 as of the 20th of July 2025; that is 0.36 percent decrease since the beginning of the trading day. The fund's open price was 24.93. Longleaf Partners has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of June 2025 and ending today, the 20th of July 2025. Click here to learn more.
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 percent of assets in non-U.S. securities, which could include emerging market issuers, and may achieve its exposure to non-U.S. More on Longleaf Partners Fund
Moving together with Longleaf Mutual Fund
Longleaf Mutual Fund Highlights
| Fund Concentration | Longleaf Partners Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Longleaf Partners (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Longleaf Partners Fund [LLPFX] is traded in USA and was established 20th of July 2025. Longleaf Partners is listed under Longleaf Partners category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Longleaf Partners family. This fund now has accumulated 1.37 B in assets with minimum initial investment of 10 K. Longleaf Partners is currently producing year-to-date (YTD) return of 2.14% with the current yeild of 0.01%, while the total return for the last 3 years was 8.23%.
Check Longleaf Partners Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Longleaf Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Longleaf Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Longleaf Partners Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Longleaf Partners Fund Mutual Fund Constituents
| TROW | T Rowe Price | Stock | Financials | |
| WYNN | Wynn Resorts Limited | Stock | Consumer Discretionary | |
| HCMLF | Holcim | Pink Sheet | Building Materials | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| WMB | Williams Companies | Stock | Energy | |
| MGM | MGM Resorts International | Stock | Consumer Discretionary | |
| MAT | Mattel Inc | Stock | Consumer Discretionary | |
| LUMN | Lumen Technologies | Stock | Communication Services |
Longleaf Partners Risk Profiles
| Mean Deviation | 0.7784 | |||
| Semi Deviation | 0.5757 | |||
| Standard Deviation | 1.0 | |||
| Variance | 1.0 |
Longleaf Partners Against Markets
Other Information on Investing in Longleaf Mutual Fund
Longleaf Partners financial ratios help investors to determine whether Longleaf Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Longleaf with respect to the benefits of owning Longleaf Partners security.
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |