SEQUX (Sequoia Fund)
Net Asset Value: 152.93 1-Day Return: -0.17 (-0.11%) YTD Return as of 5/23/12:Up 5.11%

Classification: Multi-Cap Core   Objective: Growth & Income   Open to New Investors: No

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 5.11 8.52 18.00 4.24 5.72
Classification 4.36 -3.64 14.57 -1.60 4.03
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)38112116

Fund Stats

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Investment Objective:Growth & Income
Net Assets ($Mil)5,716.00
Inception Date:7/15/70
Manager Name, TenureGoldfarb/Poppe, 2003 / 2005
Expense Ratio: 1.00%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 12/31/11)

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Company NameSymbol% Net Assets
Valeant Pharmaceuticals International Inc Ord VRX 10.76
Berkshire Hathaway Inc Ord BRK.A 7.68
Tjx Companies Inc Ord TJX 6.74
Fastenal Co Ord FAST 6.17
Advance Auto Parts Inc Ord AAP 3.54
Idexx Laboratories Inc Ord IDXX 3.29
Mohawk Industries Inc Ord MHK 3.24
Precision Castparts Corp Ord PCP 3.18
Rolls-royce Holding Plc Ord NA 2.92
Oreilly Automotive Stores Inc Ord ORLY 2.69
% of Total Holdings 50.21

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