Sequoia Fund
SEQUX
NASDAQ
| Weiss Ratings | SEQUX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | SEQUX-NASDAQ | Click to Compare |
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| Provider | Sequoia | |||
| Manager/Tenure (Years) | Arman Gokgol-Kline (9), John B Harris (9), Trevor Magyar (9) | |||
| Website | http://www.sequoiafund.com | |||
| Fund Information | SEQUX-NASDAQ | Click to Compare |
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| Fund Name | Sequoia Fund | |||
| Category | Global Large-Stock Growth | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jul 15, 1970 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 5,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SEQUX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.31% | |||
| Dividend | SEQUX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.75% | |||
| Asset Allocation | SEQUX-NASDAQ | Click to Compare |
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| Cash | 3.76% | |||
| Stock | 96.24% | |||
| U.S. Stock | 58.84% | |||
| Non-U.S. Stock | 37.40% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | SEQUX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.65% | |||
| 30-Day Total Return | 3.13% | |||
| 60-Day Total Return | 9.13% | |||
| 90-Day Total Return | 6.27% | |||
| Year to Date Total Return | 12.40% | |||
| 1-Year Total Return | 21.59% | |||
| 2-Year Total Return | 57.04% | |||
| 3-Year Total Return | 56.86% | |||
| 5-Year Total Return | 83.96% | |||
| Price | SEQUX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SEQUX-NASDAQ | Click to Compare |
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| Nav | $206.28 | |||
| 1-Month Low NAV | $199.32 | |||
| 1-Month High NAV | $206.38 | |||
| 52-Week Low NAV | $174.80 | |||
| 52-Week Low NAV (Date) | Apr 07, 2025 | |||
| 52-Week High NAV | $206.38 | |||
| 52-Week High Price (Date) | May 30, 2025 | |||
| Beta / Standard Deviation | SEQUX-NASDAQ | Click to Compare |
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| Beta | 0.96 | |||
| Standard Deviation | 17.20 | |||
| Balance Sheet | SEQUX-NASDAQ | Click to Compare |
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| Total Assets | 3.67B | |||
| Operating Ratios | SEQUX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.00% | |||
| Turnover Ratio | 7.00% | |||
| Performance | SEQUX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.18% | |||
| Last Bear Market Total Return | -19.12% | |||