SEQUX : Sequoia Fund

SEQUX is a US Stocks Market Large Growth with MODERATE fees.

SEQUX

Sequoia Fund

FI Score

52 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

8 /10

Market Size

8 /10

52% FI Score
  • sequx
  • Mutual Fund
  • US Stocks
  • Large Growth

Sequoia Fund

Expenses: 1.00% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. The fund's investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor believes are undervalued at the time of purchase and have the potential for growth. The fund normally invests in equity securities of U.S. and non-U.S. companies. It may invest in securities of issuers with any market capitalization. The fund is non-diversified.

Largest Holdings

Amount Holding
7.21% Alphabet Inc Class C
6.25% CarMax Inc
5.26% Mastercard Inc A
5.09% Berkshire Hathaway Inc A
4.87% Constellation Software Inc
4.84% Alphabet Inc A
4.58% Jacobs Engineering Group Inc
4.56% Credit Acceptance Corp
4.32% Facebook Inc A
4.27% Liberty Formula One Group C
3.79% Rolls-Royce Holdings PLC
3.76% Charles Schwab Corp
3.32% Prosus N.V.
3.31% Wayfair Inc Class A
3.25% Vivendi SA
3.24% Eurofins Scientific SE
3.20% Arista Networks Inc
3.19% Berkshire Hathaway Inc B
3.06% Liberty Broadband Corp C
3.05% Booking Holdings Inc
2.79% Melrose Industries PLC
2.76% The a2 Milk Co Ltd
2.63% Amazon.com Inc
2.60% Miscellaneous Securities
1.98% Hiscox Ltd

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