Sequoia
(SEQUX)
196.40
+1.35
+0.69%
+1.35
+0.69%
MORE ON SEQUX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 195.05 |
| Category | Large Growth |
| Net Assets | 6.93 Bil |
| Yield | 0.00% |
| Morningstar Risk | Low |
| Morningstar Return | High |
- Last NAV update 6/18/2013 11:35 PM ET
INVESTMENT OBJECTIVE
| NA |
|---|
| The investment seeks long-term growth of capital. The fund focuses principally on common stocks that it believes are undervalued at the time of purchase and have the potential for growth. While the fund normally invests in U.S. companies, it also may invest in foreign securities. The fund may invest in securities of issuers with any market capitalization. It is non-diversified. |
CUMULATIVE PERFORMANCE OF $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 15.38% | 19.50% | 13.19% | 15.68% | 16.69% |
| Value ($) | 11,538.09 | 13,787.49 | 15,606.00 | 18,052.55 | 21,065.42 |
- Year to date performance as of 6/18/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Sequoia |
| Fund Manager | Robert Goldfarb |
| Tenure (Years) | 15 |
| Fund Status | Closed |
| Minimum Initial Purchase | 5,000.00 |
| Minimum IRA Investment | 2,500.00 |
| Front Load | 0.00 |
| Expense Ratio | 1.00% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | 1.38% |
| 3 Months | 7.14% |
| 1 Year | 27.81% |
| 3 Years* | 19.03% |
| 5 Years* | 10.16% |
- * Annualized returns
- Performance as of 6/18/2013 12:00 AM ET
PEER COMPARISON
| SEQUX | Large Growth | |
|---|---|---|
| 5-Yr Return | 10.16% | 5.19% |
| Sharpe Ratio | 1.72 | 2.86 |
| Net Assets | 6.93 Bil | 631.34 Mil |
| Avg Market Cap | 25.15 Bil | 45.32 Bil |
| Avg P/E | 19.81 | 19.88 |
| Portfolio Turnover | 5 | 58 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 84.19% |
| Cash | 15.81% |
| Fixed Income | 0.00% |
| Other | 0.00% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Valeant Pharmaceuticals International Inc | 12.95% |
| Berkshire Hathaway Inc Class A | 7.59% |
| TJX Companies | 7.32% |
| Fastenal Company | 5.43% |
| Mohawk Industries, Inc. | 4.42% |
| Berkshire Hathaway Inc Class B | 3.68% |
| Rolls-Royce Holdings PLC | 3.23% |
| Advance Auto Parts Inc | 3.15% |
| Miscellaneous Securities | 2.86% |
| Idexx Laboratories | 2.79% |
DATA PROVIDERS
Copyright © 2013 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.
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