Nasdaq - Delayed Quote USD

Sequoia (SEQUX)

172.87 +2.64 (+1.55%)
As of 8:06 AM EDT. Market Open.

Investment Information

Min Initial Investment
5,000
Min Initial Investment, IRA
25
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • Vanguard
  • T. Rowe Price
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Ameriprise Brokerage
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • SunAmerica Securities Premier / Pinnacle
  • Raymond James
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • Robert W. Baird & Co.
  • WFA MF Advisory Updated 4.3.24
  • DailyAccess Corporation RTC
  • ING Financial Ptnrs PAM and PRIME Approv
  • Scottrade TF
  • Morgan Stanley Consulting Group Advisor
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • Met Life Resources MFSP Alliance List
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 4.3.24
  • H Beck Inc.
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • Cetera Financial Specialists LLC- Premier
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Existing Shareholders Only
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Avantax
  • Allowab (non-advisory)

Fund Summary

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.

Fund Overview

Category Large Growth
Fund Family Sequoia
Net Assets 3.47B
YTD Return 10.00%
Yield 0.00%
Morningstar Rating
Inception Date Jul 15, 1970

Performance & Risk

YTD Return 8.43%
5y Average Return 9.57%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

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