Sequoia
767 Fifth Ave Suite 4701 New York NY 10153-4798
Map
Phone: 800-686-6884
| Category: | Large Blend | | Fund Family: | Sequoia | | Net Assets: | 3.81B | | Year-to-Date Return: | -6.57% | | Yield: | 0.30% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Jul-70 |
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Robert D. Goldfarb
Lead Manager since
30-Jun-98 | | | Goldfarb serves as president with Ruane, Cunniff & Company, his employer since 1971,with which he has been associated for more than 31 years. Previously, he was employed as a portfolio manager with Scudder, Stevens & Clark. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund invests primarily in a limited number of common stocks that it believes have attractive long-term economic prospects relative to their market price. It may also invest up to 15% of assets in foreign securities. The fund will usually invest cash reserves in U.S. government securities. It is nondiversified. |
| Last Dividend
(29-Apr-08):
| 0.01 | | Last Cap Gain
(29-Apr-08):
| 3.22 | | Annual Holdings Turnover
| 13.00% | | Average for Category:
| 71.30% |
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| Expense | SEQUX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$325 | $577 | | 5 Yr Expense Projection*: |
$566 | $877 | | 10 Yr Expense Projection*: |
$1,257 | $1,739 |
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1.49% Nasdaq 
0.27%
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