Longleaf Partners is trading at 29.62 as of the 27th of January 2026; that is 0.57 percent decrease since the beginning of the trading day. The fund's open price was 29.79. Longleaf Partners has about a 22 % 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. The performance scores are derived for the period starting the 29th of October 2025 and ending today, the 27th of January 2026. Click here to learn more.
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. More on Longleaf Partners Small Cap
Longleaf Partners Small Cap [LLSCX] is traded in USA and was established 27th of January 2026. Longleaf Partners is listed under Longleaf Partners category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Longleaf Partners family. This fund now has accumulated 727.04 M in assets with minimum initial investment of 10 K. Longleaf Partners Small is currently producing year-to-date (YTD) return of 1.75% with the current yeild of 0.01%, while the total return for the last 3 years was 10.22%.
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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 Small Cap 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.
Longleaf Partners intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Longleaf Partners mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Longleaf Partners' time-series forecasting models are one of many Longleaf Partners' mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Longleaf Partners' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
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.