Sequoia
(SEQUX)
-1.96
-1.01%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 193.67 |
| Category | Large Blend |
| Net Assets | 6.59 Bil |
| Yield | 0.00% |
| Morningstar Risk | Low |
| Morningstar Return | High |
- Last NAV update 5/22/2013 4:00 PM ET
| NA |
|---|
| The investment seeks long-term growth of capital. The fund focuses principally on common stocks that it believes are undervalued at the time of purchase and have the potential for growth. While the fund normally invests in U.S. companies, it also may invest in foreign securities. The fund may invest in securities of issuers with any market capitalization. It is non-diversified. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 15.38% | 19.50% | 13.19% | 15.68% | 13.90% |
| Value ($) | 11,538.00 | 13,787.91 | 15,606.54 | 18,053.65 | 20,563.11 |
- Year to date performance as of 5/21/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Sequoia |
| Fund Manager | Robert Goldfarb |
| Tenure (Years) | 15 |
| Fund Status | Open |
| Minimum Initial Purchase | 5,000.00 |
| Minimum IRA Investment | 2,500.00 |
| Front Load | 0.00 |
| Expense Ratio | 1.00% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 4.74% |
| 3 Months | 6.62% |
| 1 Year | 25.22% |
| 3 Years* | 19.26% |
| 5 Years* | 9.32% |
- * Annualized returns
- Performance as of 5/21/2013 8:00 PM ET
| SEQUX | Large Blend | |
|---|---|---|
| 5-Yr Return | 9.32% | 4.18% |
| Sharpe Ratio | 1.35 | 0.74 |
| Net Assets | 6.59 Bil | 850.99 Mil |
| Avg Market Cap | 21.78 Bil | 42.44 Bil |
| Avg P/E | 20.12 | 13.91 |
| Portfolio Turnover | 5 | 52 |
| Symbol | Value ($) |
|---|---|
| Stocks | 83.78% |
| Cash | 16.22% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| Valeant Pharmaceuticals International Inc | 11.59% |
| TJX Companies | 7.47% |
| Berkshire Hathaway Inc Class A | 7.32% |
| Fastenal Company | 5.56% |
| Mohawk Industries, Inc. | 4.02% |
| Berkshire Hathaway Inc Class B | 3.55% |
| Miscellaneous Securities | 3.27% |
| Idexx Laboratories | 3.17% |
| Advance Auto Parts Inc | 3.10% |
| Precision Castparts Corp. | 3.07% |
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Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.
