The results of Sequoia's midlife reinvention remain to be seen. See Sequoia Fund (SEQUX) mutual fund ratings from all the top fund analysts in one place. A high rating alone is not sufficient basis upon which to make an investment decision. The Parent Pillar is our rating of SEQUX’s parent organization’s priorities and whether they’re in line with investors’ interests. Privacy Policy and The results of Sequoia's midlife reinvention remain to be seen. The fund typically invests in stocks managers believe are undervalued, relative to future potential. A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. Sequoia SEQUX Morningstar Analyst Rating Analyst rating ... 2020. TreeTop Sequoia Equity AH EUR 3.24%-6.37% 96M EUR 1.2% TreeTop Sequoia Equity B USD 3.11%-6.12% 7M USD 1.2% TreeTop Sequoia Equity C GBP 3.04%-5.43% … Please consider the investment objectives, risks and charges and expenses of the Fund carefully before investing. Outils de classement et de portefeuille, données, cours, actualités et recherche sur les actions, OPCVM et ETF pour vous aider à investir de façon éclairée. USD | NAV as of Feb 05, 2021 | 1-Day Return as of Feb 05, 2021, 10:46 PM GMT+00:00. View mutual fund news, mutual fund market and mutual fund interest rates. The Fund's prospectus contains this and other information about the Fund. Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies, Muni National Intermediate-Term Bond Funds. Sequoia Fund Inc. 767 Fifth Ave Suite 4701. Find real-time SEQUX - Sequoia Fund stock quotes, company profile, news and forecasts from CNN Business. As always, this rating system is designed to be used as a first step in the fund evaluation process. Unlock our full analysis with Morningstar Premium. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SEQUX’s performance objective and investment process is for both security selection and portfolio construction. Fund price for TreeTop Global SICAV - TreeTop Sequoia Equity B USD along with Morningstar ratings & research, long term fund performance and charts © Copyright 2021 Morningstar, Inc. All rights reserved. Terms of Service apply. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. 25, 2020. Its Morningstar Analyst Rating drops to Neutral from Bronze under our enhanced ratings methodology. Get our overall rating based on a fundamental assessment of the pillars below. For this reason, do not enter personal information if requested via email or pop-up. This site is protected by reCAPTCHA and the Google Privacy Policy and Go to page ; The Fund is non-diversified, meaning that it invests its assets in a smaller number of companies than many other funds. See Sequoia Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others. Sequoia is a popular value fund that has been closed to new buyers since 1982. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SEQUX’s performance objective and investment process is for both security selection and portfolio construction. Unlock our full analysis with Morningstar Premium. The stock's months-long plunge and Sequoia's large exposure prompted mutual funds rating company Morningstar to place its analyst rating under review Wednesday. Get our overall rating based on a fundamental assessment of the pillars below. About the Fund. Get tax analysis, including pretax return, tax-adjusted return, tax cost ratio, and potential cap gains exposure for Sequoia Fund (SEQUX). Its Morningstar Analyst Rating drops to Neutral from Bronze under our enhanced ratings methodology. Terms of Service apply. Research information including asset allocation, sector weightings and top holdings for Sequoia Fund. New York, NY 10153-4798 TREETOP SEQUOIA EQUITY I EUR : Prospectus, cours et cotation du fonds TREETOP SEQUOIA EQUITY I EUR géré par pour la société de gestion TreeTop Asset Management SA The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. This site is protected by reCAPTCHA and the Google Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. The Fund's prospectus contains this and other information about the Fund. The People Pillar is our evaluation of the SEQUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Its Morningstar Analyst Rating drops to Neutral from Bronze under our enhanced ratings methodology. View Top Holdings and Key Holding Information for Sequoia Fund (SEQUX). See holdings data for Sequoia Fund (SEQUX). Sequoia Fund is a mutual fund that has been advised by Ruane, Cunniff & Goldfarb L.P. since its inception on July 15, 1970. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. You may obtain a copy of the prospectus by clicking here or by calling 1-800-686-6884. Learn How to Read a Morningstar Analyst Report. Please read the prospectus carefully before investing. Interactive Chart for Sequoia Fund (SEQUX), analyze all the data with a huge range of indicators. Through multiple market cycles, portfolio managers and generations of leadership, the firm has managed the Fund with a long-term, value-oriented approach. Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies, | 1-Day Return as of Feb 05, 2021, 10:46 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. The Parent Pillar is our rating of SEQUX’s parent organization’s priorities and whether they’re in line with investors’ interests. Sequoia Fund is committed to keeping your personal information secure. Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility. The People Pillar is our evaluation of the SEQUX management team’s experience and ability. Learn How to Read a Morningstar Analyst Report. It also caused Sequoia's … YCAP Fund - YCAP Tactical Investment A EUR Acc - VL, notation et recherche Morningstar, performances et graphique This year, the Sequoia fund will celebrate its 50th anniversary as a mutual fund. Fund-ratings firm Morningstar cut its forward-looking rating on Sequoia Fund in the wake of a high-profile executive departure and sharp losses related to Valeant Pharmaceuticals International . Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Like some other funds, Sequoia has always been a fairly concentrated fund. The results of Sequoia's midlife reinvention remain to be seen. According to Morningstar, Sequoia Fund outperformed its large-cap blend-category peers in 332 of the 333 rolling 10 … Shares of the Fund are offered through the Fund’s distributor, Foreside Financial Services, LLC. Current and Historical Performance Performance for Sequoia Fund on Yahoo Finance. The results of Sequoia's midlife reinvention remain to be seen. © Copyright 2021 Morningstar, Inc. All rights reserved. Find the latest Sequoia Fund (SEQUX) stock quote, history, news and other vital information to help you with your stock trading and investing. Its Morningstar Analyst Rating drops to Neutral from Bronze under our enhanced ratings methodology. SEQUX | A complete Sequoia Fund mutual fund overview by MarketWatch. In the 45-year period from its inception in 1970 to 2015, the Sequoia Fund earned an annualized return of 14.65% versus the S&P 500's annualized return of 10.93%. Outils de classement et de portefeuille, données, cours, actualités et recherche sur les actions, OPCVM et ETF pour vous aider à investir de façon éclairée. As a result, an investment in the Fund has the risk that changes in the value of a single security may have a significant effect, either negative or positive, on the Fund's net asset value per share. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Morningstar – The Long View Podcast – Mar. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Since 1982 Fund mutual Fund overview by MarketWatch midlife reinvention remain to be seen view top holdings Sequoia... Fund mutual Fund interest rates, the firm has managed the Fund typically invests in stocks managers believe undervalued. Historical performance performance for Sequoia Fund ( SEQUX ) mutual Fund ratings from all top! Leadership, the firm has managed the Fund typically invests in stocks managers believe are undervalued, to! 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