Mutual Fund Insights: Sequoia Fund (SEQUX)

In-depth Analysis of Sequoia Fund (SEQUX)

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See Sequoia Fund (SEQUX) performance details as of January 31, 2010

  

Last Trade: $118.70 on 3/18/2010, Change: +0.02 (0.02%)

Experiment our closing price forecasting tool for Sequoia Fund (SEQUX) (alpha release)

  

Fund Manager - Robert D. Goldfarb

Fund Manager Tenure: 11.7 years
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

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.  Get more insights on Robert D. Goldfarb

  

 What we like about Sequoia Fund (SEQUX)

Data for Sequoia Fund (SEQUX) as of January 31, 2010

• Sequoia Fund (SEQUX) management has been with Sequoia Fund for 11.7 years
• Sequoia Fund (SEQUX) has good mid-term performance (3-year return -3.58% vs -7.17% Large Blend category average)
• Sequoia Fund (SEQUX) has good Long-term performance (5-year return 1.40% vs 0.19% Large Blend category average)
• Sequoia Fund (SEQUX) ratio of up-years vs down years is greater than 2
• Sequoia Fund (SEQUX) has a Morningstar rating of 4 and above
• Sequoia Fund (SEQUX) has an annual stock turnover rate of 12.00% vs Large Blend average of 80.36%. It is good that Sequoia management does not trade extensively for its return.
• Sequoia Fund (SEQUX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.45, lower than category average of 20.52
• Sequoia Fund (SEQUX) has a lower management fee than its Large Blend average: 1.00% vs 1.10%
• Sequoia Fund (SEQUX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Sequoia Fund (SEQUX)

Data for Sequoia Fund (SEQUX) as of January 31, 2010

• Sequoia Fund is a focused fund with 60.96% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Sequoia Fund (SEQUX) has a less-than-ideal short-term performance (1-year return 27.37% vs 34.15% Large Blend category average)

See Sequoia Fund (SEQUX) performance details as of January 31, 2010

  

  

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Sequoia Fund (SEQUX) Net Asset

Track net asset change of Sequoia fund (SEQUX)

Date	Net Asset
01/2010	$2.88B
11/2009	$2.84B
10/2009	$2.79B

More historic net asset information on Sequoia Fund (SEQUX)

  

Sequoia Fund (SEQUX) Portfolio Allocation

Track portfolio allocation change of Sequoia fund (SEQUX)

Date	Cash	Stock	Bond	Other
09/2009	21.29%	78.71%	0%	0%
06/2009	23.21%	76.79%	0%	0%
03/2009	17.4%	91.8%	0%	0%

Click here to see more historic asset allocation information on Sequoia Fund (SEQUX)

  

Most Recent Top 10 Holdings in Sequoia Fund (SEQUX)

Discover what Sequoia Fund (SEQUX) manager is buying

30-Sep-09 Berkshire Hathaway Inc. A [20.36%] T J X COS INC [6.4%] IDEXX Laboratories, Inc. [6.34%] Porsche Automobil Holding SE [4.75%] Fastenal Company [4.69%] MARTIN MARIETTA MTRL [4.62%] MOHAWK INDS INC [4.42%] PRECISION CASTPARTS [3.37%] Rolls-Royce Group PLC [3.25%] WALGREEN CO [2.76%]

30-Jun-09 Berkshire Hathaway Inc. A [20.54%] IDEXX Laboratories, Inc. [6.63%] T J X COS INC [6.12%] MARTIN MARIETTA MTRL [5.45%] Porsche Automobil Holding SE [4.58%] Fastenal Company [4.55%] MOHAWK INDS INC [3.74%] Rolls-Royce Group PLC [2.9%] Expeditors International of Was [2.63%]

31-Mar-09 Berkshire Hathaway Inc. A [22.51%] MARTIN MARIETTA MTRL [6.21%] Fastenal Company [5.8%] T J X COS INC [5.65%] IDEXX Laboratories, Inc. [5.62%] MOHAWK INDS INC [4.35%] Porsche Automobil Holding SE [3.63%] Expeditors International of Was [2.61%] WALGREEN CO [2.45%]

Click here for Stock Holding Change Map in Sequoia Fund (SEQUX)

  

Related books and products to Sequoia Fund (SEQUX)

  

Latest News on Sequoia (SEQUX)

See what is happening with Sequoia Fund (SEQUX)

Could Investors Use a Little Magic? (Morningstar.com) Lasting Lessons from the 2009 Rally (Morningstar.com) Geniuses or Drifters? What are Mutual Fund Managers? (ETFguide.com) See more news on Sequoia Fund (SEQUX)

 

Books and Resources

 

 

See more information on Sequoia Fund (SEQUX)

• Sequoia Fund Insights
• Sequoia Fund Performance Data
• Sequoia Fund News
• Sequoia Fund Score Explaination
• Sequoia Fund Manager Information
• Historic Sequoia Fund Asset Allocation Report
• Historic Sequoia Fund Top 10 Holding Tracking
• Historic Sequoia Fund Asset Under Management Tracking