| 194.15 Net Asset Value | +1.61% 1 Day | +15.35% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 1.03% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +4.92% | 3 years | +20.13% | |
| 3 months | +7.98% | 5 years | +9.75% | |
| 1 year | +26.36% | Since inception | +14.42% |
| SEQUX | Category | |
|---|---|---|
| Performance 5-yr return | +9.75% | +4.80% |
| Expense ratio | 1.03% | 1.17% |
| Risk 5 year sharpe ratio | 0.55 | 0.30 |
| Net assets | $6.6B | $2.7B |
| Average market cap | $21.8B | $57.0B |
| Average P/E | 20.1 | 16.4 |
| Portfolio turnover | 5% | 5% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Sequoia |
| Fund manager & tenure | Robert Goldfarb / 14 Years |
| Minimal initial investment | $5,000.00 |
| Minimum IRA investment | $2,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer service | 28.61% |
| Financial service | 21.50% |
| Healthcare | 21.46% |
| Industrial materials | 13.68% |
| Consumer goods | 5.69% |
| -- Valeant Pharmaceuticals International Inc | 11.59% |
| TJX TJX Companies | 7.47% |
| BRKA Berkshire Hathaway Inc Class A | 7.32% |
| FAST Fastenal Company | 5.56% |
| MHK Mohawk Industries, Inc. | 4.02% |
| BRKB Berkshire Hathaway Inc Class B | 3.55% |
| -- Miscellaneous Securities | 3.27% |
| IDXX Idexx Laboratories | 3.17% |
| AAP Advance Auto Parts Inc | 3.10% |
| PCP Precision Castparts Corp. | 3.07% |
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