Longleaf Partners Global Fund Quote
| LLGLX Fund | USD 14.31 0.03 0.21% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Longleaf Partners is trading at 14.31 as of the 2nd of December 2024; that is 0.21 percent increase since the beginning of the trading day. The fund's open price was 14.28. Longleaf Partners has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Longleaf Partners Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The Global Fund normally invests at least 40 percent of total assets in the equity securities of non-U.S. issuers throughout the world, which could include emerging market issuers, and may achieve its exposure to non-U.S. securities through investing in American depositary receipts . More on Longleaf Partners Global
Moving together with Longleaf Mutual Fund
Moving against Longleaf Mutual Fund
Longleaf Mutual Fund Highlights
| Fund Concentration | Longleaf Partners Funds, Large Funds, World Large-Stock Value Funds, World Large-Stock Value, Longleaf Partners (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Longleaf Partners Global [LLGLX] is traded in USA and was established 2nd of December 2024. Longleaf Partners is listed under Longleaf Partners category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Longleaf Partners family. This fund now has accumulated 251.55 M in assets with minimum initial investment of 10 K. Longleaf Partners Global is currently producing year-to-date (YTD) return of 16.53% with the current yeild of 0.0%, while the total return for the last 3 years was 2.94%.
Check Longleaf Partners Probability Of Bankruptcy
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 Global 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 Global Mutual Fund Constituents
| TROW | T Rowe Price | Stock | Financials | |
| WYNN | Wynn Resorts Limited | Stock | Consumer Discretionary | |
| HCMLF | Holcim | Pink Sheet | Building Materials | |
| CNHI | CNH Industrial NV | Stock | Industrials | |
| CNX | CNX Resources Corp | Stock | Energy | |
| DD | Dupont De Nemours | Stock | Materials | |
| FDX | FedEx | Stock | Industrials | |
| GE | GE Aerospace | Stock | Industrials |
Longleaf Partners Global Risk Profiles
| Mean Deviation | 0.6126 | |||
| Semi Deviation | 0.7589 | |||
| Standard Deviation | 0.7801 | |||
| Variance | 0.6085 |
Longleaf Partners Against Markets
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.
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