LLPFX (Longleaf Partners Fund)
Net Asset Value: 26.81 1-Day Return: -0.60 (-2.19%) YTD Return as of 5/23/12:Up 0.60%

Classification: Large-Cap Core   Objective: Growth   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 0.60 -9.89 14.11 -4.39 3.18
Classification 4.84 -0.59 14.03 -1.44 3.28
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)9898509456

Fund Stats

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Investment Objective:Growth
Net Assets ($Mil)8,632.10
Inception Date:4/8/87
Manager Name, TenureHawkins/Cates, 1987 / 1994
Expense Ratio: 0.91%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 12/31/11)

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Company NameSymbol% Net Assets
Chesapeake Energy Corp Ord CHK 7.68
Loews Corp Ord L 6.56
Dell Inc Ord DELL 6.22
Aon Plc Ord AON 6.14
Directv Ord DTV 5.74
Travelers Companies Inc Ord TRV 5.65
Vulcan Materials Co Ord VMC 5.30
Walt Disney Co Ord DIS 5.29
Fedex Corp Ord FDX 4.96
Abbott Laboratories Ord ABT 4.70
% of Total Holdings 58.24

Stories & Blogs: Around the Web

4/30/2012  The Good Leads (WSJ.com)
4/5/2012  Why Three-Year Returns Suddenly Look Better (WSJ.com)
4/4/2012  A Strong Quarter...But Investors Still Weren't Buying U.S.-Stock Funds (WSJ.com)

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