The Swiss Helvetia Fund Inc. (SWZ)

$6.73

-0.28 (-3.99%)
Rating:
Recommendation:
-
Symbol SWZ
Price $6.73
Beta 0.779
Volume Avg. 0.03M
Market Cap 88.919M
Shares () -
52 Week Range 6.71-10.13
1y Target Est -
DCF Unlevered SWZ DCF ->
DCF Levered SWZ LDCF ->
ROE -
ROA -
Operating Margin -
Debt / Equity 0.29% Neutral
P/E 4.13 Buy
P/B -
Annual
Quarter

Earnings

Consensus EPS

Upgrades & Downgrades

Latest SWZ news


Mr. Andrew Dakos
Financial Services
Asset Management
New York Stock Exchange

The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.