Morningstar

Sequoia Fund SEQUX

Morningstar Medalist Rating
Medalist Rating as of | See Sequoia Investment Hub
  • NAV / 1-Day Return 203.43  /  +0.30 %
  • Total Assets 3.4B
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.18%
  • Turnover 10%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SEQUX

Will SEQUX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sequoia holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SEQUX

More SEQUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rolls-Royce Holdings PLC

12.40 448M
Industrials

Alphabet Inc Class A

9.21 333M
Communication Services

Liberty Media Corp Registered Shs Series -C- Formula One

7.22 261M
Communication Services

Universal Music Gr

6.67 241M
—

Eurofins Scientifi

6.34 229M
—

Taiwan Semiconductor Manufacturing Co Ltd ADR

5.37 194M
Technology

Capital One Financial Corp

4.59 166M
Financial Services

Constellation Software Inc

4.32 156M
Technology

Charles Schwab Corp

4.27 154M
Financial Services

Icon PLC

4.21 152M
Healthcare

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