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Sequoia (SEQUX)

223.05 Up 0.54(0.24%) Apr 17
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Prev Close:222.51
YTD Return*:1.78%
Net Assets*:8.23B
Yield*:N/A

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
VRX.TO16.5313.50
TJX8.14-3.76
BRK.A7.045.23
FAST4.105.45
BRK.B3.425.33

Fund Basics

Morningstar Overall Rating:
Total Assets:8.23B
Category:Large Growth
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:1.78%
5y Avg Return:21.96%
Rank in Category (ytd):16
% Rank in Category (ytd):0.9%
Beta (3y):0.75
Morningstar Risk Rating:1

Fund Summary

The investment seeks long-term growth of capital. The fund focuses on investing in equity securities that the adviser believes are undervalued at the time of purchase and have the potential for growth. It normally invests in equity securities of U.S. and non-U.S. companies. The fund may invest in securities of issuers with any market capitalization. It typically sells the equity security of a company when the company shows deteriorating fundamentals, its earnings progress falls short of the investment adviser's expectations or its valuation appears excessive relative to its expected future earnings. The fund is non-diversified. View More
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