Longleaf Partners Global Fund

Shareclass
Longleaf Partners Global (LLGLX)
Type
Open-end mutual fund
Gender equality score
Gender equality score

50
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

F
18.8
percentile

Universe: Groups

Group: International Equity Funds

Ranking: 889 out of 1,094 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
26/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
7/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
17/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Reckitt Benckiser Group PLC
    3.67% of assets
    $9.16M invested
  • 2. Glanbia PLC
    2.78% of assets
    $6.95M invested
  • 3. EXOR NV
    6.01% of assets
    $15M invested
  • 4. Millicom International Cellular SA
    4.42% of assets
    $11.04M invested
  • 5. Bollore SE
    2.98% of assets
    $7.44M invested
  • 6. Fidelity National Information Services Inc
    4.67% of assets
    $11.67M invested
  • 7. Bio-Rad Laboratories Inc Class A
    4.3% of assets
    $10.73M invested
  • 8. IAC Inc Ordinary Shares - New
    5.33% of assets
    $13.32M invested
  • 9. Eurofins Scientific SE
    3.7% of assets
    $9.24M invested
  • 10. FedEx Corp
    5.21% of assets
    $13.02M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. HF Sinclair Corp
    4.09% of assets
    $10.22M invested
  • 2. Prosus NV Ordinary Shares - Class N
    3.5% of assets
    $8.75M invested
  • 3. Kansai Paint Co Ltd
    3.12% of assets
    $7.78M invested
  • 4. MGM Resorts International
    3.92% of assets
    $9.79M invested
  • 5. Delivery Hero SE
    3.42% of assets
    $8.53M invested
  • 6. Albertsons Companies Inc Class A
    4.69% of assets
    $11.71M invested
  • 7. Mattel Inc
    3.24% of assets
    $8.1M invested
  • 8. Affiliated Managers Group Inc
    5.82% of assets
    $14.54M invested
  • 9. CNX Resources Corp
    5.57% of assets
    $13.91M invested
  • 10. The Kraft Heinz Co
    3.91% of assets
    $9.76M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on LLGLX at Morningstar.com
Gender Equality and Returns
Returns chart for Longleaf Partners Global Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
LLGLX
Longleaf Partners Global Fund
Family
Longleaf Partners
Category
Global Small/Mid Stock
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.77% less  in annualized returns
Lower overall gender equality score 
5 / 100 points lower
Same gender balance in leadership and workforce score 
0 / 40 points 
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
LLGLX
Longleaf Partners Global Fund
Family
Longleaf Partners
Category
Global Small/Mid Stock
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.77% less  in annualized returns
Lower overall gender equality score 
5 / 100 points lower
Same gender balance in leadership and workforce score 
0 / 40 points 
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
LLGLX
Longleaf Partners Global Fund
Family
Longleaf Partners
Category
Global Small/Mid Stock
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.77% less  in annualized returns
Lower overall gender equality score 
5 / 100 points lower
Same gender balance in leadership and workforce score 
0 / 40 points 
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
LLGLX - Longleaf Partners Global Fund
-0.3%
2.16%
9.73%
4.21%
50  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
7.43%
7.17%
15%
8.99%
55  / 100 points
Fund compared to benchmark
 
-7.73%
-5%
-5.54%
-4.77%
5  / 100 points lower
Find more financial data on LLGLX at Morningstar.com
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