C
Sequoia Fund SEQUX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings SEQUX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C
Company Info SEQUX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
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
Click to
Compare
Click to
Compare
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
Click to
Compare
Click to
Compare
Dividend Yield 0.31%
Dividend SEQUX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield (Forward) 0.75%
Asset Allocation SEQUX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
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
Click to
Compare
Click to
Compare
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
Click to
Compare
Click to
Compare
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
Click to
Compare
Click to
Compare
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
Click to
Compare
Click to
Compare
Beta 0.96
Standard Deviation 17.20
Balance Sheet SEQUX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Total Assets 3.67B
Operating Ratios SEQUX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Expense Ratio 1.00%
Turnover Ratio 7.00%
Performance SEQUX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Last Bull Market Total Return 17.18%
Last Bear Market Total Return -19.12%