SEQUX - Sequoia Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Sequoia Fund

New York, NY 10153-4798

767 Fifth Ave Suite 4701

Sequoia Fund Inc

Management Information
David C Sheridan,Lead Manager since May 17, 2016
D. Chase Sheridan is Analyst of the Ruane, Cunniff & Goldfarb L.P. and Management Committee member of RCG-GP LLC. He has been associated with the Ruane, Cunniff & Goldfarb L.P. or RCG Inc. in a substantially similar capacity to his current analyst position since prior to 2017.
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 Assets3.1B
YTD Return8.77%
Morningstar Rating★★
Inception DateJul 14, 1970

Fund Operations

Last Dividend0.02
Last Cap Gain-4.00
Holdings Turnover16.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSEQUXCategory Average
Annual Report Expense Ratio (net)1.00%0.99%
Prospectus Net Expense Ratio1.00%N/A
Prospectus Gross Expense Ratio1.09%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A