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Sequoia

SEQUX
160.10
-0.70
-0.44%
12/2/2016
5 Years
  • Previous Close

    160.80

  • Net Assets

    4.16B

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.00%

  • Category

    Large Growth

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Sequoia

Fund Style

Open

Fund Manager

David Poppe

Investment Style

Large Growth

The investment seeks long-term growth of capital. The fund's investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor 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. It may invest in securities of issuers with any market capitalization. The fund is non-diversified.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 2,500
Initial Purchase: AIP NA

Inception

7/15/1970

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