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Morningstar

Sequoia SEQUX

Morningstar Medalist Rating
Medalist Rating as of | See Sequoia Investment Hub
  • NAV / 1-Day Return 148.86  /  0.60 %
  • Total Assets 3.1 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 16%

USD | NAV as of Nov 30, 2023 | 1-Day Return as of Nov 30, 2023, 11:22 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SEQUX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SEQUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SEQUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SEQUX

More SEQUX Holdings
  • Current Portfolio Date
  • Equity Holdings 22
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 59.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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

6.75
212,482,016
Communication Services

Constellation Software Inc

6.73
211,680,615
Technology

Intercontinental Exchange Inc

6.49
204,396,171
Financial Services

Alphabet Inc Class A

6.42
201,914,748
Communication Services

CarMax Inc

6.00
188,825,108
Consumer Cyclical

UnitedHealth Group Inc

5.89
185,466,479
Healthcare

Universal Music Gr

5.61
176,493,207
—

Cash

5.53
173,889,504
Cash and Equivalents

Charles Schwab Corp

5.52
173,762,969
Financial Services

Eurofins Scientifi

5.15
162,101,001
—