C
Sequoia Fund SEQUX
NASDAQ
Recommendation
NAV
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Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings SEQUX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C
Company Info SEQUX-NASDAQ Click to
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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
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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
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Dividend Yield 0.31%
Dividend SEQUX-NASDAQ Click to
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Dividend Yield (Forward) 0.68%
Asset Allocation SEQUX-NASDAQ Click to
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Cash 4.51%
Stock 95.49%
U.S. Stock 54.89%
Non-U.S. Stock 40.60%
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
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7-Day Total Return 2.72%
30-Day Total Return 4.73%
60-Day Total Return 11.13%
90-Day Total Return 11.67%
Year to Date Total Return 17.41%
1-Year Total Return 26.24%
2-Year Total Return 62.46%
3-Year Total Return 71.20%
5-Year Total Return 100.73%
Price SEQUX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
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NAV SEQUX-NASDAQ Click to
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1-Month Low NAV $200.98
1-Month High NAV $211.53
52-Week Low NAV $174.80
52-Week Low NAV (Date) Apr 07, 2025
52-Week High NAV $211.53
52-Week High Price (Date) Jun 12, 2025
Beta / Standard Deviation SEQUX-NASDAQ Click to
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Beta 0.96
Standard Deviation 17.20
Balance Sheet SEQUX-NASDAQ Click to
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Total Assets 3.67B
Operating Ratios SEQUX-NASDAQ Click to
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Expense Ratio 1.00%
Turnover Ratio 7.00%
Performance SEQUX-NASDAQ Click to
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Last Bull Market Total Return 17.18%
Last Bear Market Total Return -19.12%