Sequoia

(SEQUX)
  • Trade now
  • Add to Watchlist
  • Get Chart
  • Print report
218.90 Down -0.19 -0.09%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 219.09
Category Large Growth
Net Assets 7.72 Bil
Yield 0.00%
Morningstar Risk Low
Morningstar Return Above Average
  • Last NAV update 8/20/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
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.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 19.50% 13.19% 15.68% 34.58% -0.69%
Value ($) 11,949.55 13,525.64 15,646.05 21,056.37 20,910.08
  • Year to date performance as of 8/20/2014 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 -0.65%
3 Months -0.59%
1 Year 10.89%
3 Years* 20.51%
5 Years* 16.69%
  • * Annualized returns
  • Performance as of 8/20/2014 12:00 AM ET
PEER COMPARISON
  SEQUX Large Growth
5-Yr Return 16.69% 16.09%
Sharpe Ratio 1.40 1.61
Net Assets 7.72 Bil 743.58 Mil
Avg Market Cap 35.79 Bil 69.92 Bil
Avg P/E 21.66 22.27
Portfolio Turnover 2 72
HOLDINGS
Symbol Value ($)
Stocks 79.76%
Cash 20.24%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

Copyright © 2014 Microsoft. All rights reserved.

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 3:59 PM ET
1-YEAR CHART Full-page chart
RECENT QUOTES
WATCHLIST
You're not signed in
You’re not signed in to MSN Money, so you’re seeing the Watchlist that is tied to your computer. For a more consistent Watchlist experience, sign in to MSN Money. Learn more
SYMBOL
LAST
CHANGE
SHARES
Quotes delayed at least 15 min
Sponsored by:
MARKET UPDATE
[BRIEFING.COM] Stocks remain near their recent levels with the S&P 500 trading within eight points of the 2,000 mark. In our midday update, we mentioned the relative weakness of the Russell 2000, but the small-cap index has since climbed to a new ses ... More
Sponsored by: