Sequoia
767 Fifth Ave Suite 4701 New York NY 10153-4798
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Phone: 800-686-6884
| Category: | Large Blend | | Fund Family: | Sequoia | | Net Assets: | 2.79B | | Year-to-Date Return: | 12.04% | | Yield: | 0.38% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Jul-70 |
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Robert D. Goldfarb
Lead Manager since
30-Jun-98 | | | Goldfarb serves as president with Ruane, Cunniff & Company, his employer since 1971,with which he has been associated for more than 31 years. Previously, he was employed as a portfolio manager with Scudder, Stevens & Clark. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital. The fund invests primarily in a limited number of common stocks that it believes have attractive long-term economic prospects relative to their market price. It may also invest up to 15% of assets in foreign securities. The fund will usually invest cash reserves in U.S. government securities. It is nondiversified. |
| Last Dividend
(8-Jun-09):
| 0.01 | | Last Cap Gain
(8-Dec-08):
| 3.50 | | Annual Holdings Turnover
| 12.00% | | Average for Category:
| 78.94% |
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| Expense | SEQUX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 327 | $776 | | 5 Yr Expense Projection*: |
$ 570 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,267 | $2,371 |
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1.00% Nasdaq 
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