Sequoia Fund is trading at 205.03 as of the 30th of May 2025; that is 0.1 percent increase since the beginning of the trading day. The fund's open price was 204.83. Sequoia Fund has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of March 2025 and ending today, the 30th of May 2025. Click here to learn more.
The funds investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor believes are undervalued at the time of purchase and have the potential for growth. The fund normally invests in equity securities of U.S. More on Sequoia Fund Inc
Sequoia Fund Inc [SEQUX] is traded in USA and was established 30th of May 2025. Sequoia Fund is listed under Sequoia category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Sequoia family. This fund at this time has accumulated 3.15 B in assets with minimum initial investment of 5 K. Sequoia Fund is currently producing year-to-date (YTD) return of 10.58% with the current yeild of 0.0%, while the total return for the last 3 years was 16.29%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Sequoia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sequoia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sequoia Fund Inc Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Sequoia Mutual Fund
Sequoia Fund financial ratios help investors to determine whether Sequoia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sequoia with respect to the benefits of owning Sequoia Fund security.