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Morningstar

Sequoia SEQUX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
119.01  /  1.01 %
Total Assets
3.0 Bil
Adj. Expense Ratio
1.000%
Expense Ratio
1.000%
Fee Level
Above Average
Longest Manager Tenure
6.39 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
5,000
Status
Open
TTM Yield
3.62%
Turnover
23%

Morningstar’s Fund 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

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

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