Sequoia Fund (SEQUX)

220.36
Net Asset Value
+0.73%
1 Day
-1.15%
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 focuses on investing in equity securities that the adviser believes are undervalued at the time of purchase and have the potential for growth. It normally invests in equity securities of U.S. and non-U.S. companies. The fund may invest in securities of issuers with any market capitalization. It typically sells the equity security of a company when the company shows deteriorating fundamentals, its earnings progress falls short of the investment adviser's expectations or its valuation appears excessive relative to its expected future earnings. The fund is non-diversified.

Performance

1 month-4.87% 3 years+15.88%
3 months-3.90% 5 years+19.49%
1 year+19.56% Since inception+14.65%
Data through --

Peer Comparisonvs. Large growth

 SEQUXCategory
Performance 5-yr return+19.49%+20.22%
Expense ratio1.03%1.24%
Risk 5 year sharpe ratio1.731.26
Net assets$8.2B$2.5B
Average market cap$33.4B$67.2B
Average P/E21.324.1
Portfolio turnover2%2%

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Fund Management and Purchase Info

Fund familySequoia
Fund manager & tenureRobert Goldfarb / 15 Years
Minimal initial investment$5,000.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock52.48%
International stock29.23%
Cash18.28%
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
-- Valeant Pharmaceuticals International Inc16.53%
TJX TJX Companies8.14%
BRKA Berkshire Hathaway Inc Class A7.04%
FAST Fastenal Company4.10%
BRKB Berkshire Hathaway Inc Class B3.42%
-- Rolls-Royce Holdings PLC3.24%
PCP Precision Castparts Corp.3.17%
MA MasterCard Incorporated Class A3.10%
-- Pirelli & C2.98%
ORLY O'Reilly Automotive Inc2.65%

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