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Longleaf Partners (LLPFX) Fund Ranking and Research

Ranking, Research and Recommendation of Longleaf Partners (LLPFX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Longleaf Partners Fund (LLPFX) ManagerFund Manager - O. Mason Hawkins

Fund Manager Information

Fund Manager Tenure: 30.9 years
Fund Family: Longleaf Partners
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.41)     (What does this score mean?)
Hawkins has been in the investment business for more than 25 years and was one of the original founders in 1975 of Southeastern, of which he is now the majority owner. Hawkins holds the Chartered Financial Analyst designation.  Get more insights on O. Mason Hawkins

 

Graph of Longleaf Partners Fund (LLPFX) ProfileLongleaf Partners Fund (LLPFX) Profile

Fund Profile and Description

Longleaf Partners Fund seeks long-term capital growth. Longleaf Partners Fund normally invests in the equity securities of a limited number of mid and large-cap companies. Most of these securities are listed on the major securities exchanges. It may invest up to 30% of assets in foreign securities, which could include emerging market issuers and up to 15% of assets in non-registered or illiquid securities. Longleaf Partners Fund is non-diversified.

 

Longleaf Partners (LLPFX) Fund Strength What we like about Longleaf Partners (LLPFX) Fund

Data for Longleaf Partners Fund (LLPFX) as of May 30, 2016

  • Longleaf Partners Fund (LLPFX) management has been with Longleaf Partners Fund for 30.9 years
  • Longleaf Partners Fund (LLPFX) ratio of up-years vs down years is greater than 2
  • Longleaf Partners Fund (LLPFX) has an annual stock turnover rate of 46.25% vs Large Blend average of 53.12%. It is good that Longleaf Partners management does not trade extensively for its return.
  • Longleaf Partners Fund (LLPFX) has a lower expense ratio than its Large Blend average: 0.93% vs 1.02%
  • Longleaf Partners Fund (LLPFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Longleaf Partners Fund (LLPFX) Weakness What we are cautious about Longleaf Partners (LLPFX) Fund

Data for Longleaf Partners Fund (LLPFX) as of May 30, 2016

  • Longleaf Partners Fund (LLPFX) has a less-than-ideal short-term performance (1-year return -11.69% vs -1.15% Large Blend category median performance)
  • Longleaf Partners Fund (LLPFX) has a less-than-ideal mid-term performance (3-year return 2.63% vs 9.43% Large Blend category median performance)
  • Longleaf Partners Fund (LLPFX) has a less-than-ideal Long-term performance (5-year return 4.54% vs 10.15% Large Blend category median performance)
  • Longleaf Partners Fund (LLPFX) has a Morningstar rating of 3 and below
  • Longleaf Partners Fund (LLPFX) is less safe compared to its Large Blend peers
  • Longleaf Partners Fund (LLPFX) does not have a good risk adjusted return as its 3-year Alpha of -9.89 is worse than category average of -1.74, and its 3-year Sharpe ratio is 0.24
  • Longleaf Partners Fund (LLPFX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.76 that is higher than category average of 11.67
See Longleaf Partners Fund (LLPFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Longleaf Partners Fund (LLPFX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Longleaf Partners9.18-11.692.634.54
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Longleaf Partners Fund (LLPFX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Longleaf Partners Fund (LLPFX) Net Asset TrackingLongleaf Partners (LLPFX) Fund Net Asset

Track net asset change of Longleaf Partners fund (LLPFX)

DateNet Asset
05/2016$3.54B
03/2016$3.59B
02/2016$3.27B
More historic net asset information on Longleaf Partners Fund (LLPFX)

  

Graph of Longleaf Partners Fund (LLPFX) Portfolio TrackingLongleaf Partners (LLPFX) Fund Portfolio Allocation

Track portfolio allocation change of Longleaf Partners fund (LLPFX)

DateCashStockBondOther
03/201619.4%76.98%1.74%0%
12/20150%98.74%0.1%0%
09/20152.66%97.34%0%0%
Click here to see more historic asset allocation information on Longleaf Partners Fund (LLPFX)

 

graph of Longleaf Partners Fund (LLPFX) Top 10 Position TrackingTop 10 Holdings in Longleaf Partners (LLPFX) Fund

Discover what Longleaf Partners Fund (LLPFX) manager is buying

Mar 30, 2016
Level 3 Communications, Inc. Co [8.53%]
CK Hutchison Holdings Ltd [8.46%]
FedEx Corporation Common Stock [7.95%]
Wynn Resorts, Limited [6.1%]
Alphabet Inc. [5.97%]
Scripps Networks Interactive, I [5.14%]
Cheung Kong Property Holdings Ltd [4.91%]
Royal Philips NV [4.9%]
HOLCIM LTD REG SHS [4.85%]
E.I. du Pont de Nemours and Com [4.72%]

Dec 30, 2015
CK Hutchison Holdings Ltd [10.72%]
Level 3 Communications, Inc. Co [10.21%]
Alphabet Inc. [9.65%]
Wynn Resorts, Limited [7.46%]
FedEx Corporation Common Stock [7.2%]
Scripps Networks Interactive, I [6.94%]
HOLCIM LTD REG SHS [5.16%]
Cheung Kong Property Holdings Ltd [5.14%]
Aon plc Class A Ordinary Shares [5.05%]
Royal Philips NV [5.02%]

Sep 29, 2015
Level 3 Communications, Inc. Co [11.9%]
CK Hutchison Holdings Ltd [8.61%]
Aon plc Class A Ordinary Shares [7.46%]
Google [6.42%]
FedEx Corporation Common Stock [6.4%]
Scripps Networks Interactive, I [5.13%]
Loews Corporation Common Stock [5.06%]
CNH Industrial N.V. Common Shar [5%]
Cheung Kong Property Holdings Ltd [5%]
Click here for Stock Holding Change Map in Longleaf Partners Fund (LLPFX)

  

Latest News on Longleaf Partners (LLPFX) Fund

See what is happening with Longleaf Partners Fund (LLPFX)

 

Longleaf Partners Fund (LLPFX) Related ResourcesSee more information on Longleaf Partners (LLPFX) Fund

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