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Analyst rating as of
NAV / 1-Day Return
115.89  /  1.21 %
Total Assets
3.0 Bil
Adj. Expense Ratio
1.000%
Expense Ratio
1.000%
Fee Level
Above Average
Longest Manager Tenure
6.36 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
5,000
Status
Open
TTM Yield
3.28%
Turnover
23%

Morningstar’s Fund Analysis SEQUX

Will SEQUX outperform in future?

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

Strengths within the investment team overshadowed by process questions.

Associate Director

Summary

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Sequoia comes with some strengths, but questions surrounding the investment approach keep its Morningstar Analyst Rating at Neutral.

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