Sequoia Fund
SEQUX
NASDAQ
| Weiss Ratings | SEQUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| 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 (10), John B Harris (10), Trevor Magyar (10) | |||
| 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 | 0.01% | |||
| Dividend | SEQUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.09% | |||
| Asset Allocation | SEQUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.21% | |||
| Stock | 97.78% | |||
| U.S. Stock | 57.04% | |||
| Non-U.S. Stock | 40.74% | |||
| 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 | 1.17% | |||
| 30-Day Total Return | 2.33% | |||
| 60-Day Total Return | 8.27% | |||
| 90-Day Total Return | 2.46% | |||
| Year to Date Total Return | -1.71% | |||
| 1-Year Total Return | 6.77% | |||
| 2-Year Total Return | 30.51% | |||
| 3-Year Total Return | 67.68% | |||
| 5-Year Total Return | 41.26% | |||
| 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 | $199.51 | |||
| 1-Month Low NAV | $193.37 | |||
| 1-Month High NAV | $199.79 | |||
| 52-Week Low NAV | $175.37 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $217.28 | |||
| 52-Week High Price (Date) | Oct 03, 2025 | |||
| Beta / Standard Deviation | SEQUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.88 | |||
| Standard Deviation | 13.82 | |||
| Balance Sheet | SEQUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 3.62B | |||
| Operating Ratios | SEQUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.00% | |||
| Turnover Ratio | 10.00% | |||
| Performance | SEQUX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 11.98% | |||
| Last Bear Market Total Return | -19.12% | |||