Sequoia
767 Fifth Ave Suite 4701New York NY 10153-4798
Map
Phone: 800-686-6884
| Category: | Large Blend | | Fund Family: | Sequoia | | Net Assets: | 5.72B | | Year-to-Date Return: | 11.24% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Jul 14, 1970 |
|
Robert D. Goldfarb
Lead Manager since Jun 29, 1998 | | | 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: | N/A | | Min Subsequent Investment: | 0 | | Min Subsequent Investment, IRA: | 0 | | Min Subsequent Investment, AIP: | N/A |
|
| |
| 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. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(Nov 13, 2011)
:
| 0.00 | | Annual Holdings Turnover
(May 22, 2012)
:
| 3.00% | | Average for Category: | 53.03% |
|
| Expense | SEQUX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.00% | 1.12% | | Prospectus Net Expense Ratio: | 1.03% | N/A | | Prospectus Gross Expense Ratio: | 1.03% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.17% | | Max Deferred Sales Load:
| N/A | 2.36% | | 3 Yr Expense Projection*: | 328 | 568 | | 5 Yr Expense Projection*: | 569 | 840 | | 10 Yr Expense Projection*: | 1,259 | 1,689 |
|
|
0.60% Nasdaq 