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Sequoia (SEQUX) Fund Ranking and Research

Ranking, Research and Recommendation of Sequoia (SEQUX) Fund

    Last Trade: $175.28 on 5/26/2017, Change: +0.06 (0.03%)

 

Graph of Sequoia Fund (SEQUX) ManagerFund Manager - David M. Poppe

Fund Manager Information

Fund Manager Tenure: 11.1 years
Fund Family: Sequoia
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.44)     (What does this score mean?)
Honorable Mentioning: US News (2011),

 

Graph of Sequoia Fund (SEQUX) ProfileSequoia Fund (SEQUX) Profile

Fund Profile and Description

Sequoia Fund seeks long-term growth of capital. Sequoia Fund focuses principally on common stocks that it believes are undervalued at the time of purchase and have the potential for growth. While the fund normally invests in U.S. companies, it also may invest in foreign securities. It may invest in securities of issuers with any market capitalization. Sequoia Fund is non-diversified.

 

Sequoia (SEQUX) Fund Strength What we like about Sequoia (SEQUX) Fund

Data for Sequoia Fund (SEQUX) as of May 30, 2016

  • Sequoia Fund (SEQUX) management has been with Sequoia Fund for 11.1 years
  • Sequoia Fund (SEQUX) ratio of up-years vs down years is greater than 2
  • Sequoia Fund (SEQUX) has an annual stock turnover rate of 10.00% vs Large Growth average of 50.46%. It is good that Sequoia management does not trade extensively for its return.
  • Sequoia Fund (SEQUX) has a lower expense ratio than its Large Growth average: 1.00% vs 1.17%
  • Sequoia Fund (SEQUX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Sequoia Fund (SEQUX) Weakness What we are cautious about Sequoia (SEQUX) Fund

Data for Sequoia Fund (SEQUX) as of May 30, 2016

  • Sequoia Fund (SEQUX) has a less-than-ideal short-term performance (1-year return -27.73% vs -1.74% Large Growth category median performance)
  • Sequoia Fund (SEQUX) has a less-than-ideal mid-term performance (3-year return 0.49% vs 10.74% Large Growth category median performance)
  • Sequoia Fund (SEQUX) has a less-than-ideal Long-term performance (5-year return 6.71% vs 10.14% Large Growth category median performance)
  • Sequoia Fund (SEQUX) has a Morningstar rating of 3 and below
  • Sequoia Fund (SEQUX) is less safe compared to its Large Growth peers
  • Sequoia Fund (SEQUX) does not have a good risk adjusted return as its 3-year Alpha of -3.51 is worse than category average of -0.82, and its 3-year Sharpe ratio is 0.1
  • Sequoia Fund (SEQUX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.16 that is higher than category average of 12.75
  • Asset base in Sequoia Fund (SEQUX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Sequoia Fund (SEQUX) performance details as of May 30, 2016

 

What do you think?

 

Compare Sequoia Fund (SEQUX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Sequoia-11.60-27.730.496.71
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Sequoia Fund (SEQUX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Sequoia Fund (SEQUX) Net Asset TrackingSequoia (SEQUX) Fund Net Asset

Track net asset change of Sequoia fund (SEQUX)

DateNet Asset
05/2016$5.10B
03/2016$5.47B
02/2016$6.04B
More historic net asset information on Sequoia Fund (SEQUX)

  

Graph of Sequoia Fund (SEQUX) Portfolio TrackingSequoia (SEQUX) Fund Portfolio Allocation

Track portfolio allocation change of Sequoia fund (SEQUX)

DateCashStockBondOther
12/20155.19%93.92%0.89%0%
09/201512.94%87.06%0%0%
06/201515.47%84.53%0%0%
Click here to see more historic asset allocation information on Sequoia Fund (SEQUX)

 

graph of Sequoia Fund (SEQUX) Top 10 Position TrackingTop 10 Holdings in Sequoia (SEQUX) Fund

Discover what Sequoia Fund (SEQUX) manager is buying

Dec 30, 2015
VALEANT PHARMACEUTICALS INTL IN [19.31%]
Berkshire Hathaway Inc A [8.33%]
TJX Companies, Inc. (The) Commo [6.92%]
Fastenal Company [5.28%]
Berkshire Hathaway Inc B [4.92%]
Mastercard Incorporated Common [4.3%]
Precision Castparts Corp [4.13%]
IDEXX Laboratories, Inc. [3.4%]
Mohawk Industries, Inc. Common [3.21%]

Sep 29, 2015
VALEANT PHARMACEUTICALS INTL IN [24.83%]
Berkshire Hathaway Inc Class A [6.84%]
TJX Companies, Inc. (The) Commo [5.8%]
Berkshire Hathaway Inc Class B [4.04%]
Fastenal Company [3.94%]
Precision Castparts Corporation [3.4%]
Mastercard Incorporated Common [3.31%]
IDEXX Laboratories, Inc. [2.88%]
Mohawk Industries, Inc. Common [2.56%]

Jun 29, 2015
VALEANT PHARMACEUTICALS INTL IN [28.72%]
Berkshire Hathaway Inc Class A [6.66%]
TJX Companies, Inc. (The) Commo [5%]
Fastenal Company [4.21%]
Berkshire Hathaway Inc Class B [3.91%]
Mastercard Incorporated Common [3.19%]
Precision Castparts Corporation [2.75%]
Mohawk Industries, Inc. Common [2.5%]
IDEXX Laboratories, Inc. [2.31%]
Click here for Stock Holding Change Map in Sequoia Fund (SEQUX)

  

Latest News on Sequoia (SEQUX) Fund

See what is happening with Sequoia Fund (SEQUX)

 

Sequoia Fund (SEQUX) Related ResourcesSee more information on Sequoia (SEQUX) Fund

Popular pages on Sequoia (SEQUX) Fund

  

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