SEQUX - Sequoia

Nasdaq - Nasdaq Delayed Price. Currency in USD

Sequoia

Sequoia Fund Inc

767 Fifth Ave Suite 4701

New York, NY 10153-4798

800-686-6884
Management Information
David M. Poppe,Lead Manager since March 30, 2006
David M. Poppe is President and Chief Executive Officer; Managing Director of Ruane, Cunniff & Goldfarb L.P. He has been associated with RCG Inc. in a substantially similar capacity to his current position since prior to 2013, including service as a Management Committee member of RCG Inc. since 2016.
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 Assets4.47B
YTD Return11.45%
Yield0.00%
Morningstar Rating
Inception DateJul 14, 1970

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover18.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSEQUXCategory Average
Annual Report Expense Ratio (net)1.00%1.08%
Prospectus Net Expense Ratio1.07%N/A
Prospectus Gross Expense Ratio1.07%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.31%
Max Deferred Sales LoadN/A1.59%
3 Yr Expense Projection340N/A
5 Yr Expense Projection590N/A
10 Yr Expense Projection1,306N/A