WebLongleaf Partners Small-Cap Fund (net of fees and expenses ... 11.53 % 8.32 % Return After Taxes* on Distributions -7.31 : 9.12 : 6.70 : Return After Taxes* on Distributions and Sale of Fund Shares -2.40 : 9 ... The Fund intends to make distributions that may be taxable as ordinary income or capital gains, ... WebClass R - $4.73 per share. Class Y - $4.73 per share. The Fund’s estimated long-term capital gains distributions this year are $4.73/share, compared to $3.665/share paid for 2024. Short-Term Capital Gains Distributions. The Fund does not expect to pay a Short-Term Capital Gains Distribution for shareholders in 2024.
Longleaf Partners Fund - Southeastern Asset Management
Web18 de out. de 2024 · Hope is back to torture Georgia fans on SEC Shorts. Enjoy, and as always remember to turn on captions. SEC Shorts - Georgia fans run into hope again. … Web26 de jun. de 2024 · Capital Gains Distribution: A capital gains distribution is a payment to shareholders that is prompted by a fund manager's liquidation of underlying stocks … in the middle of鍜宨n the center of
Longleaf Partners Funds Tax Information – 2024 Sources of …
Web2010 SOURCES OF DISTRIBUTIONS CAPITAL GAIN DISTRIBUTION — NONE NET INCOME DISTRIBUTION Record date: December 28, 2010 Partners Small-Cap … Webglobal network allows us to engage with our management partners to help drive long-term value creation. (800) 445-9469 / southeasternasset.com Longleaf Partners Fund … WebMarket Capitalization 85.4% Large 13.4% Medium 1.2% Small $52,528.51 Million Weighted Average 5 As of 12/31/2024 (updated quarterly). Morningstar data as of 12/31/2024 (updated quarterly). Morningstar Ownership Zone TM 6 Diversified Emerging Mkts Weighted average of holdings 75% of fund's stock holdings new housing developments cheshire