Longleaf Partners Mutual Funds List
Here you can find all mutual funds issued by Longleaf Partners and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 0.96%
- Avg. 1 Year Return
- 5.25%
- Avg. 5 Year Return
- 1.06%
- Median Risk/Return Score
- 4 / 100
Longleaf Partners Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Longleaf Partners Global Fund | Global Equities | Dec 26, 2012 | 1.15% | 0.29% | 7.41% | 9.55% | 9 | ||||||||
| Longleaf Partners Fund | Large Cap Value Equities | Apr 8, 1987 | 0.79% | -1.98% | 5.67% | 13.13% | 4 | ||||||||
| Longleaf Partners Small-Cap Fund | Mid Cap Blend Equities | Feb 21, 1989 | 0.95% | -5.53% | 5.78% | 1.24% | 2 |
Explore top Longleaf Partners Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Longleaf Partners Mutual funds by Risk/Return Score
The top Longleaf Partners Mutual funds by PortfoliosLab Risk/Return Score are LLGLX (9) and LLPFX (4).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Longleaf Partners Global Fund | 9 | — | Dec 2012 | |
| Longleaf Partners Fund | 4 | — | Apr 1987 | |
| Longleaf Partners Small-Cap Fund | 2 | — | Feb 1989 |
Best-Performing Longleaf Partners Mutual funds Over 5 Years
The top Longleaf Partners Mutual funds is LLGLX (1.98%).
Across the lineup, Longleaf Partners Mutual funds show an average 1-year return of 5.25% and an average 5-year return of 1.06%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Longleaf Partners Global Fund | 1.98% | — | Dec 2012 | |
| Longleaf Partners Fund | 0.62% | — | Apr 1987 | |
| Longleaf Partners Small-Cap Fund | 0.58% | — | Feb 1989 |
Lowest-Cost Longleaf Partners Mutual funds
The top Longleaf Partners Mutual funds is LLPFX (0.79%).
With an average expense ratio of 0.96%, Longleaf Partners Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Longleaf Partners Fund | 0.79% | — | Apr 1987 | |
| Longleaf Partners Small-Cap Fund | 0.95% | — | Feb 1989 | |
| Longleaf Partners Global Fund | 1.15% | — | Dec 2012 |
Highest-Yield Longleaf Partners Mutual funds
The top Longleaf Partners Mutual funds is LLPFX (13.13%).
Across the lineup, Longleaf Partners Mutual funds show an average dividend yield of 7.97%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Longleaf Partners Fund | 13.13% | — | Apr 1987 | |
| Longleaf Partners Global Fund | 9.55% | — | Dec 2012 | |
| Longleaf Partners Small-Cap Fund | 1.24% | — | Feb 1989 |
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Top Mutual funds Comparisons
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