Longleaf Partners Global Fund (LLGLX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LLGLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LLGLX
LLGLX charges 1.15% annually. There are 182 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | LLGLX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | LLGLX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | LLGLX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | LLGLX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | LLGLX vs UCEQX |
Best Risk-Adjusted Alternatives to LLGLX
LLGLX has a PortfoliosLab risk / return rank of 19. There are 201 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | LLGLX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | LLGLX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | LLGLX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | LLGLX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | LLGLX vs EPSYX |
Top Performing LLGLX Alternatives (YTD)
LLGLX is at 3.93% YTD. There are 219 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | LLGLX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | LLGLX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | LLGLX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | LLGLX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | LLGLX vs PGVFX |
Lowest Volatility Alternatives to LLGLX
LLGLX has 14.35% 1-year volatility. There are 121 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | LLGLX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | LLGLX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | LLGLX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | LLGLX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | LLGLX vs SVTAX |
Lowest Drawdown Alternatives to LLGLX
LLGLX has a 1-year max drawdown of -13.45%. There are 207 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | LLGLX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | LLGLX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | LLGLX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | LLGLX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | LLGLX vs SGMAX |
Other Mutual Funds from Longleaf Partners
The 2 most viewed Longleaf Partners mutual funds shown here include LLPFX, LLSCX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Longleaf Partners Fund | Large Cap Value Equities | 12 | 3.78% | — | Apr 1987 | LLGLX vs LLPFX | |
| Longleaf Partners Small-Cap Fund | Mid Cap Blend Equities | 3 | -3.33% | — | Feb 1989 | LLGLX vs LLSCX |
Often Compared With LLGLX
Investors most often compare LLGLX with GCCHX, CSUAX, GQFPX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare LLGLX with Any Fund or Stock
Compare LLGLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LLGLX with funds that move differently
Longleaf Partners Global Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LLGLX.
Explore LLGLX Diversifiers