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% | |||
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Dividend Yield (Forward) | 0.68% | |||
Asset Allocation | SEQUX-NASDAQ | Click to Compare |
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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 Compare |
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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 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 | -- | |||
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 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% | |||