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 (7), John B Harris (7), Trevor Magyar (7), 1 other | |||
| Website | http://www.sequoiafund.com | |||
| Fund Information | SEQUX-NASDAQ | Click to Compare |
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| Fund Name | Sequoia Fund | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| 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 | 0.00% | |||
| Dividend | SEQUX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.83% | |||
| Asset Allocation | SEQUX-NASDAQ | Click to Compare |
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| Cash | 3.10% | |||
| Stock | 96.90% | |||
| U.S. Stock | 60.41% | |||
| Non-U.S. Stock | 36.49% | |||
| 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 | -0.34% | |||
| 30-Day Total Return | 2.16% | |||
| 60-Day Total Return | 6.39% | |||
| 90-Day Total Return | 11.31% | |||
| Year to Date Total Return | 9.34% | |||
| 1-Year Total Return | 32.30% | |||
| 2-Year Total Return | 9.56% | |||
| 3-Year Total Return | 10.53% | |||
| 5-Year Total Return | 65.58% | |||
| 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 | $174.33 | |||
| 1-Month Low NAV | $169.13 | |||
| 1-Month High NAV | $175.38 | |||
| 52-Week Low NAV | $130.31 | |||
| 52-Week Low NAV (Date) | May 04, 2023 | |||
| 52-Week High NAV | $175.38 | |||
| 52-Week High Price (Date) | Mar 28, 2024 | |||
| Beta / Standard Deviation | SEQUX-NASDAQ | Click to Compare |
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| Beta | 1.04 | |||
| Standard Deviation | 19.30 | |||
| Balance Sheet | SEQUX-NASDAQ | Click to Compare |
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| Total Assets | 3.47B | |||
| Operating Ratios | SEQUX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.00% | |||
| Turnover Ratio | 9.00% | |||
| Performance | SEQUX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 42.06% | |||
| Last Bear Market Total Return | -19.12% | |||
