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Medalist Rating as of | See Sequoia Investment Hub
  • NAV / 1-Day Return 170.28  /  −0.16 %
  • Total Assets 3.4 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield
  • Turnover 9%

USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:23 PM GMT+0

Morningstar’s Analysis SEQUX

Will SEQUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

After a difficult 2022, this fund adjusted but not convincingly.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Sequoia Fund retains its potential to clobber market returns but also remains capable of dramatic underperformance. Its Morningstar Medalist Rating remains Neutral.

Rated on Published on

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Portfolio Holdings SEQUX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 59.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Intercontinental Exchange Inc

6.97 225.9 Mil
Financial Services

Constellation Software Inc

6.36 206.3 Mil
Technology

Charles Schwab Corp

6.33 205.2 Mil
Financial Services

Alphabet Inc Class A

6.30 204.1 Mil
Communication Services

UnitedHealth Group Inc

6.10 197.7 Mil
Healthcare

Universal Music Gr

5.93 192.4 Mil

Rolls-Royce Holdings PLC

5.82 188.5 Mil
Industrials

Liberty Formula One Group Registered Shs Series -C- Formula One

5.35 173.4 Mil
Communication Services

SAP SE

5.00 162.2 Mil
Technology

Eurofins Scientifi

4.99 161.8 Mil