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Sequoia Fund

NAS: SEQUX

GO
/zigman2/quotes/209100218/realtime

$

172.60

Change

-0.99 -0.57%

Aug 10, 2020

YTD return

12.10%

5 yr avg return

4.60%

Total net assets

4.03B

52 week low

52 week high

$106.27

$174.67

Yield

0.70%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.00%

12 b-1

n/a

Turnover

16.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

1.16

Dividend freq.

Annually

Capital gain (2019)

11.65

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.07

Beta

1.08

Standard deviation

5.52

R. squared

0.91

Min. Investment

Standard (taxable)

5000

IRA

2500

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/news/latest/company/us/sequx

MarketWatch News on SEQUX

  1. Which Firms Have the Priciest Mutual Funds?

    5:09 p.m. Jan. 8, 2018

    - Barron's Online

  2. Sequoia Fund Sold All of Its Valeant Pharmaceutical Stock

    2:33 p.m. July 13, 2016

    - Barrons Blogs

  3. Valeant Climbs After CEO Buys $4.9M In Shares

    10:29 a.m. June 13, 2016

    - Barrons Blogs

  4. Sequoia Fund Dumps Roughly Half Its Valeant Stake

    5:36 p.m. June 7, 2016

    - Barrons Blogs

  5. Ackman: No, Charlie Munger, Valeant Isn’t A ‘Sewer’

    3:04 p.m. May 2, 2016

    - Barrons Blogs

  6. How a big bet on one bad stock broke a legendary mutual fund

    2:45 p.m. March 28, 2016

    - Chuck Jaffe

  7. Sequoia Fund suffers yet another blow from Valeant stake

    2:35 p.m. March 28, 2016

    - Ciara Linnane

  8. Morningstar Slashes Rating on Sequoia Fund

    12:58 p.m. March 28, 2016

    - Barrons Blogs

  9. These Fund Companies Cut Stakes In Valeant In 4Q

    1:51 p.m. March 22, 2016

    - Barrons Blogs

  10. A.M. Funds Roundup: More Pressure on Sequoia Fund

    10:18 a.m. March 1, 2016

    - Barrons Blogs

  11. Loading more headlines...

Lipper Leader

Total Return: 1 Consistent Return: 1 Preservation: 4 Tax Efficiency: 2 Expense: 4

YTD Lipper Ranking: Quintile 4 (70th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 12.10% 19.47% 5.20% 70% 4
1yr 20.95% 27.83% 17.40% 70% 4
3yr 16.01% 19.17% 13.50% 72% 4
5yr 4.60% 13.68% 12.10% 97% 5
10yr 11.75% 14.9% 14% 91% 5

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$44,696

Fund Comparison

Compare: Returns Risk Fees Holdings

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Return timeframe:

Fund Details

Category

Multi-Cap Growth Funds

Fund family

Sequoia

Fund status

Open

Fund inception

July 15, 1970

Manager

Team Managed

Investment Policy

The Fund seeks long-term growth of capital. In pursuing this objective, the Fund focuses principally on common stocks that it believes are undervalued at the time of purchase and have the potential for growth. While the Fund normally invests in U.S. companies, it also may invest in foreign securities.

/news/nonmarketwatch/company/us/sequx

Other News on SEQUX

  1. Sequoia Fund Q4 2019 Investor Letter

    10:45 a.m. Feb. 12, 2020

    - Seeking Alpha

  2. Sequoia Fund Q3 2019 Investor Letter

    5:41 a.m. Oct. 24, 2019

    - Seeking Alpha

  3. Pinduoduo: It Seems A Buy

    11:47 a.m. Feb. 14, 2019

    - Seeking Alpha

  4. Sequoia Fund Q4 2018 Investor Letter

    11:00 a.m. Jan. 30, 2019

    - Seeking Alpha

  5. Academia Vs. The Real World - Part 2

    3:00 a.m. Dec. 19, 2018

    - Seeking Alpha

  6. Sequoia Fund Q3 2018 Investor Letter

    10:30 a.m. Oct. 10, 2018

    - Seeking Alpha

  7. Sequoia Fund Q2 2018 Investor Letter

    6:02 a.m. July 26, 2018

    - Seeking Alpha

  8. The Dangers Of Portfolio Concentration

    4:38 a.m. May 26, 2018

    - Seeking Alpha

  9. Sequoia Fund Q1 2018 Investor Letter

    5:34 a.m. April 12, 2018

    - Seeking Alpha

  10. Sequoia Fund Q4 2017 Investor Letter

    9:25 a.m. Jan. 24, 2018

    - Seeking Alpha

  11. Tracking The Sequoia Fund - Q1 2017 Update

    11:47 a.m. May 30, 2017

    - Seeking Alpha

  12. Tracking The Sequoia Fund - Q4 2016 Update

    3:21 p.m. Feb. 27, 2017

    - Seeking Alpha

  13. Tracking The Sequoia Fund - Q3 2016 Update

    10:07 a.m. Dec. 2, 2016

    - Seeking Alpha

  14. Tracking The Sequoia Fund - Q2 2016 Update

    10:07 a.m. Sept. 1, 2016

    - Seeking Alpha

  15. 4 Great Long Ideas From A Legendary Value Fund

    3:01 a.m. Aug. 25, 2016

    - Seeking Alpha

  16. The State Of The Sequoia Fund

    1:00 a.m. July 28, 2016

    - Seeking Alpha

  17. Loading more headlines...
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