Mutual Funds - Profile

Sequoia Fund

US > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.

The investment process focuses on companies in the benchmark index that are estimated to trade below their fair values, but having attractive growth prospects.

The research team evaluates investments with the mindset of a long-term owner of a business rather than a short-term holder of a stock.

Then the research team reviews a company’s balance sheet, earnings history and future growth potential in selecting securities.

The team also looks at the quality of a business More

Price

  • Last Close
  • $163.8
    -8.91
  • 52 Week HL
  • $187.82 - $149.01
  • Net Assets
  • $4892 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
CarMax, Inc. 6.8
Alphabet, Inc. 6.7
Facebook, Inc. 5.6
Taiwan Semiconductor 5.3
UnitedHealth Group, 5.3
Company Holding
Charles Schwab 4.6
Credit Acceptance 4.4
Constellation Software, 4.3
Liberty Broadband 4.2
Walt Disney 4.0
Total 51.2%

Manager

  • Name
  • Arman Gokgol-Kline
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
-5.9 % YTD

  • 3 Year
  • 4.15%
  • 5 Year
  • 39.56%
  • Best
  • 43.2%
    1997
  • Worst
  • -26.88%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
SEQUX -9%24%19%29%-7%19%10%-1%10%31%14%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -11.7% 8.6% -22.2% 14.7% 1.3% 5.5% -11.3% 7.7% 1.8% 10.8% -
Q2 - 4.5% 24.5% 0.7% 7.9% 4% -2.2% 2% -0.9% 3.8% -
Q3 - 1% 8.6% -0.1% 3.8% 3.7% 3.6% -7.1% -0.7% 6.6% -
Q4 - -4.6% 2.4% 0.9% -12.9% 5.4% 3.5% -9.1% 7.3% 9.1% -

Returns +
M

J F M A M J J A S O N D
2022 -5.9% - - - - - - - - - - -
2021 1% 4.6% 2.8% 4.6% 0.7% -0.7% 0.3% 4.9% -3.9% 4.8% -11.6% 3%

Annual
Return

Index Comparison

Alpha

NAV