Longleaf Partners is trading at 29.16 as of the 20th of July 2025; that is 0.27 percent decrease since the beginning of the trading day. The fund's open price was 29.24. 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 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The Small-Cap Fund normally invests at least 80 percent of net assets plus any borrowings for investment purposes in the equity securities, including convertible securities, of a limited number of companies whose market capitalizations at the time of purchase are considered small cap. More on Longleaf Partners Small Cap
Longleaf Partners Small Cap [LLSCX] 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 Small Blend category and is part of Longleaf Partners family. This fund now has accumulated 851.97 M in assets with minimum initial investment of 10 K. Longleaf Partners Small is currently producing year-to-date (YTD) return of 6.58% with the current yeild of 0.0%, while the total return for the last 3 years was 9.57%.
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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 Small Cap 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 Small Cap Mutual Fund Constituents
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.