Sequoia Fund (SEQUX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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 the fund focuses on investing in equity securities that it 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. The fund is non-diversified.


1 month+1.71% 3 years+17.98%
3 months+9.26% 5 years+18.27%
1 year+9.90% Since inception+14.52%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+18.27%+14.09%
Expense ratio1.02%1.23%
Risk 5 year sharpe ratio1.640.98
Net assets$8.1B$2.7B
Average market cap$36.1B$70.2B
Average P/E18.922.3
Portfolio turnover2%2%

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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


U.S. stock61.42%
International stock26.52%
Fixed income0.00%
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 Inc19.32%
BRKA Berkshire Hathaway Inc Class A8.10%
TJX TJX Companies7.88%
FAST Fastenal Co5.11%
BRKB Berkshire Hathaway Inc Class B4.52%
-- Miscellaneous Securities3.61%
ORLY O'Reilly Automotive Inc3.24%
IDXX Idexx Laboratories3.03%
PCP Precision Castparts Corp2.91%
MA MasterCard Inc Class A2.87%

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