Longleaf Partners Financials
| LLSCX Fund | USD 29.71 0.13 0.44% |
Longleaf |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Longleaf Partners Fund Summary
Longleaf Partners competes with Blackrock Moderate, Dimensional Retirement, Fidelity Managed, Transamerica Cleartrack, and Franklin Lifesmart. The Small-Cap Fund normally invests at least 80 percent of net assets plus any borrowings for investment purposes in the equity securities, including convertible securities, of a limited number of companies whose market capitalizations at the time of purchase are considered small cap. The fund primarily owns common stock but may purchase other types of securities. It is non-diversified.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5430692070 |
| Business Address | Longleaf Partners Funds |
| Mutual Fund Family | Longleaf Partners |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 445 9469 |
| Currency | USD - US Dollar |
Longleaf Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Longleaf Partners's current stock value. Our valuation model uses many indicators to compare Longleaf Partners value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Longleaf Partners competition to find correlations between indicators driving Longleaf Partners's intrinsic value. More Info.Longleaf Partners Small Cap is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.06 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Longleaf Partners Small Cap is roughly 16.32 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Longleaf Partners' earnings, one of the primary drivers of an investment's value.Longleaf Partners Small Systematic Risk
Longleaf Partners' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Longleaf Partners volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Longleaf Partners Small correlated with the market. If Beta is less than 0 Longleaf Partners generally moves in the opposite direction as compared to the market. If Longleaf Partners Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Longleaf Partners Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Longleaf Partners is generally in the same direction as the market. If Beta > 1 Longleaf Partners moves generally in the same direction as, but more than the movement of the benchmark.
Longleaf Partners November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Longleaf Partners help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Longleaf Partners Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Longleaf Partners Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Longleaf Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Longleaf Partners's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7641 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 3.39 | |||
| Value At Risk | (1.19) | |||
| Potential Upside | 1.5 |
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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