Sequoia
(SEQUX)
US Markets Open
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219.55
+1.56
+0.72%
:

Previous Close

217.99

Net Assets

7.35B

Yield

0.00%

Front load

None

Expenses

1.00%

Category

Large Growth

Morningstar Risk

Low

Morningstar Rating ★★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • SEQUX

  • Category

    • 2013

    • 34.58%

    • -

    • 2012

    • 15.68%

    • -

    • 2011

    • 13.19%

    • -

    • 2010

    • 19.50%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 10.77%

      • 10.76%

      • 10.44%

      • Q2

      • 3.50%

      • -4.95%

      • 1.06%

      • Q3

      • 7.60%

      • 6.48%

      • -9.92%

      • Q4

      • 9.09%

      • 3.20%

      • 12.58%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Valeant Pharmaceuticals International Inc

        • 17.73

        • 11,309,482

        • -10,518

        • Berkshire Hathaway Inc Class A

        • 7.30

        • 3,093

        • -70

        • TJX Companies

        • 6.78

        • 10,258,839

        • -9,541

        • Fastenal Co

        • 4.26

        • 6,932,949

        • -6,448

        • Berkshire Hathaway Inc Class B

        • 3.85

        • 2,445,502

        • 98,410

        • Idexx Laboratories

        • 3.28

        • 1,974,648

        • -1,837

        • O'Reilly Automotive Inc

        • 3.10

        • 1,654,600

        • -1,539

        • Precision Castparts Corp

        • 2.96

        • 944,977

        • -879

        • Rolls-Royce Holdings PLC

        • 2.81

        • 12,344,388

        • -11,481

        • MasterCard Inc Class A

        • 2.72

        • 2,981,796

        • -2,774

        • Name

        • Rating

        • YTD Return %

          • Delaware Pooled Large-Cap Growth Equity

          • ★★★★★
          • 5.06

          • JHFunds2 Blue Chip Growth NAV

          • ★★★★★
          • 3.74

          • Guinness Atkinson Global Innovators

          • ★★★★★
          • 6.92

          • AllianzGI Focused Growth Administrative

          • ★★★★★
          • 4.45

          • T. Rowe Price Instl Large Cap Core Gr

          • ★★★★★
          • 3.85

          • Fidelity® Nasdaq Composite Index®

          • ★★★★★
          • 6.66

          • Alger Spectra Z

          • ★★★★★
          • 5.68

          • Alger Capital Appreciation Z

          • ★★★★★
          • 6.39

          • JPMorgan Equity Focus Select

          • ★★★★★
          • 4.40

          • Vanguard Capital Opportunity Adm

          • ★★★★★
          • 9.58

          • Name

          • SEQUX

          • Category

            • Expense Ratio

            • 1.00%

            • 1.23%

            • Net Assets

            • 7.35B

            • 743.58M

            • Dividend Yield

            • 0.71%

            • 1.21

            • Price/Book

            • 3.18

            • 3.86

            • Price/Sales

            • 1.24

            • 2.64

            • Price/Cash Flow

            • 14.70

            • 10.10

            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 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.

            Purchase Information

            Initial Purchase 5,000
            Initial Purchase: IRA 2,500
            Initial Purchase: AIP NA
            Front load None
            Back Load None

            Inception

            7/15/1970