Sequoia Fund (SEQUX)

268.78
Net Asset Value
+0.87%
1 Day
+14.37%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.03%
Expense Ratio
Low
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund's investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor believes are undervalued at the time of purchase and have the potential for growth. The fund normally invests in equity securities of U.S. and non-U.S. companies. It may invest in securities of issuers with any market capitalization. The fund is non-diversified.

Performance

1 month+2.93% 3 years+21.65%
3 months+4.09% 5 years+19.88%
1 year+20.58% Since inception+14.64%
Data through --

Peer Comparisonvs. Large growth

 SEQUXCategory
Performance 5-yr return+19.88%+13.86%
Expense ratio1.03%1.21%
Risk 5 year sharpe ratio1.550.96
Net assets$8.7B$2.7B
Average market cap$39.4B$76.2B
Average P/E24.422.0
Portfolio turnover8%8%

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Fund Management and Purchase Info

Fund familySequoia
Fund manager & tenureRobert Goldfarb / 16 Years
Minimal initial investment$5,000.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock59.05%
International stock27.91%
Cash13.04%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer service 28.61%
Financial service 21.50%
Healthcare 21.46%
Industrial materials 13.68%
Consumer goods 5.69%
Top 10 Holdings
Portfolio weighting
-- 20.01%
TJX TJX Companies Inc8.34%
BRKA Berkshire Hathaway8.23%
FAST Fastenal Co5.14%
BRKB Berkshire Hathaway4.66%
ORLY O'Reilly Automotive Inc3.94%
MA MasterCard3.18%
IDXX IDEXX Laboratories Inc3.15%
PCP Precision Castparts Corp2.81%
MHK Mohawk Industries Inc2.20%

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