Sequoia

(SEQUX)
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223.05 Up unch unch
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 223.05
Category Large Growth
Net Assets 8.23 Bil
Yield 0.00%
Morningstar Risk Low
Morningstar Return Above Average
  • Last NAV update 4/17/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
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.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 19.50% 13.19% 15.68% 34.58% 0.06%
Value ($) 11,949.55 13,525.64 15,646.05 21,056.37 21,068.65
  • Year to date performance as of 4/17/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Sequoia
Fund Manager Robert Goldfarb
Tenure (Years) 16
Fund Status Closed
Minimum Initial Purchase 5,000.00
Minimum IRA Investment 2,500.00
Front Load 0.00
Expense Ratio 1.00%
PERFORMANCE
Symbol Value ($)
1 Month -3.57%
3 Months -2.52%
1 Year 24.26%
3 Years* 16.55%
5 Years* 19.31%
  • * Annualized returns
  • Performance as of 4/17/2014 12:00 AM ET
PEER COMPARISON
  SEQUX Large Growth
5-Yr Return 19.31% 17.93%
Sharpe Ratio 1.60 1.94
Net Assets 8.23 Bil 743.58 Mil
Avg Market Cap 33.41 Bil 67.20 Bil
Avg P/E 18.54 24.06
Portfolio Turnover 2 73
HOLDINGS
Symbol Value ($)
Stocks 81.72%
Cash 18.28%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 12:35 AM ET
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