SEQUX - Sequoia Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Sequoia Fund

Sequoia Fund Inc

767 Fifth Ave Suite 4701

New York, NY 10153-4798

Management Information
John B Harris,Lead Manager since May 17, 2016
Managing Director of Ruane, Cunniff  & Goldfarb L.P.; Management Committee member of RCG-GP LLC
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilySequoia
Net Assets4.02B
YTD Return1.46%
Morningstar Rating★★
Inception DateJul 14, 1970

Fund Operations

Last Dividend1.16
Last Cap Gain0.00
Holdings Turnover27.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSEQUXCategory Average
Annual Report Expense Ratio (net)1.00%1.06%
Prospectus Net Expense Ratio1.00%N/A
Prospectus Gross Expense Ratio1.06%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.47%
3 Yr Expense Projection337N/A
5 Yr Expense Projection585N/A
10 Yr Expense Projection1,294N/A