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Morningstar

Sequoia SEQUX

Morningstar Analyst Rating
Analyst rating as of | See Sequoia Investment Hub
  • NAV / 1-Day Return 138.18  /  1.02 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.02%
  • Turnover 23%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis SEQUX

Will SEQUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SEQUX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SEQUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SEQUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strengths within the investment team overshadowed by process questions.

Associate Director

Summary

| by Andrew Daniels

Sequoia comes with some strengths, but questions surrounding the investment approach keep its Morningstar Analyst Rating at Neutral.

Unlock our full analysis with Morningstar Investor