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Sequoia  SEQUX
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2014-03-31
Out of
Large Growth Funds
Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance.
Morningstar?
Style Box™
What is this?
   Large
   Growth
  
  
As of 2013-12-31
Day Change
$ 0.54
  
NAV (2014-04-17)
$ 223.05
  
YTD Return % (2014-04-17)
0.06%
  
Total Assets ($ mil)
8,232
View Data Definitions
  Performance    
Growth of $10,000 Fund: Sequoia
(from 2004-01-01 to 2014-03-31) Category: Large Growth
Index: S&P 500 TR USD
Total Annualized Returns % 1yr, 3yr and 5yr Returns as of 2014-04-17
Inception date: 1970-07-15 10yr and Inception Returns as of 2014-03-31
YTD Returns as of 2014-04-17
YTD 1 Year 3 Year 5 Year 10 Year Since Inception
(1970-07-15)
Fund 0.06 24.26 16.55 19.31 8.47 14.65
+/- Category 1.14 0.62 3.92 1.38 1.02 ---
+/- S&P 500 TR USD -1.43 1.54 1.86 0.32 1.05 ---
  Standardized Return %   After Tax Returns % as of
  as of as of 2014-03-31   On Distribution 2014-03-31
On Distr &
Sales of Shrs
1 Yr Annualized --- 23.66   23.20 13.73
5 Yr Annualized --- 21.96   21.78 18.04
10 Yr Annualized --- 8.47   7.74 6.88
Inception(1970-07-15) --- 14.65   14.65 ---
Max Front Load % Max Back Load % Net Exp Ratio % Gross Expense Ratio %
--- --- 1.00 1.02
The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. For performance data current to the most recent month-end, please call 800-686-6884 or visit www.sequoiafund.com.
  Portfolio Profile    
Asset Allocation
% of Net Assets
Cash 18.3
Stocks 81.7
Bonds 0.0
Other 0.0
Foreign Stocks 29.2
(as a % of Assets)
Data through 2013-12-31
 
Holding Status
Total Number of Stock Holdings 43 Turnover % 2
Total Number of Bond Holdings 0 30 Day SEC Yield % ---
% of Assets in Top 10 Holdings 54.37 ending as of 2014-03-31
View Data Definitions
Top 10 Holdings Sector P/E YTD
Return %
% of Net
Assets
Valeant Pharmaceuticals International Inc --- 3.96 16.53
TJX Companies 21.55 -7.67 8.14
Berkshire Hathaway Inc Class A 15.02 7.16 7.04
Fastenal Company 31.55 6.02 4.10
Berkshire Hathaway Inc Class B 14.29 7.27 3.42
Rolls-Royce Holdings PLC 17.54 -16.49 3.24
Precision Castparts Corp. 23.31 -4.49 3.17
MasterCard Incorporated Class A 32.57 -11.01 3.10
Pirelli & C 16.95 -3.83 2.98
O'Reilly Automotive Inc 21.32 13.78 2.65
Data through 2013-12-31
YTD Return through 2014-04-17
  Other Information
Fund Inception: 1970-07-15
Portfolio Manager  (Start Date)
Robert D. Goldfarb   (1998-06-30)
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.
David M. Poppe   (2006-05-01)
Poppe is president and director of Ruane, Cunniff & Goldfarb, with which he has been associated for more than six years.
Sales Charge %
(taken from prospectus dated 2013-12-31)
Front: None
Deferred: None
Expense Ratio % 1.00
based on net assets
(taken from annual report dated 2013-12-31)
Correspondence Information

767 Fifth Ave Suite 4701
New York,  NY  10153-4798
USA
Telephone:
800-686-6884
Data on this page does not include the fund's short positions (if any).
Show Data Definitions
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© Copyright 2014 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc.
Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.




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