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NYSE:SWZ

The Swiss Helvetia Fund (SWZ) Stock Price, News & Analysis

The Swiss Helvetia Fund logo
$7.80 -0.01 (-0.13%)
(As of 11/20/2024 ET)

About The Swiss Helvetia Fund Stock (NYSE:SWZ)

Key Stats

Today's Range
$7.77
$7.85
50-Day Range
$7.80
$9.03
52-Week Range
$7.49
$9.14
Volume
11,483 shs
Average Volume
33,852 shs
Market Capitalization
$101.32 million
P/E Ratio
N/A
Dividend Yield
6.67%
Price Target
N/A
Consensus Rating
N/A

Company Overview

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.

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SWZ Stock News Headlines

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Helvetia redeems hybrid bond
See More Headlines

SWZ Stock Analysis - Frequently Asked Questions

The Swiss Helvetia Fund's stock was trading at $8.20 at the beginning of 2024. Since then, SWZ shares have decreased by 4.9% and is now trading at $7.80.
View the best growth stocks for 2024 here
.

Top institutional shareholders of The Swiss Helvetia Fund include Allspring Global Investments Holdings LLC (16.55%), Shaker Financial Services LLC (2.52%), Dynamic Advisor Solutions LLC (0.16%) and SageView Advisory Group LLC (0.09%).
View institutional ownership trends
.

Shares of SWZ stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

Based on aggregate information from My MarketBeat watchlists, some other companies that The Swiss Helvetia Fund investors own include Intelsat (I), Associated British Foods (ABF), Fossil Group (FOSL), AMC Entertainment (AMC), Bank of America (BAC), Chaarat Gold (CGH) and Apollo Global Management (APO).

Company Calendar

Ex-Dividend for 9/30 Dividend
9/19/2024
Dividend Payable
9/30/2024
Today
11/21/2024
Fiscal Year End
12/31/2024

Industry, Sector and Symbol

Sector
Finance
Industry
Investment offices, not elsewhere classified
Sub-Industry
Financial Services
Fax
N/A
Employees
N/A
Year Founded
N/A

Profitability

Pretax Margin
N/A

Debt

Sales & Book Value

Annual Sales
$3 million
Book Value
$8.79 per share

Miscellaneous

Free Float
12,987,000
Market Cap
$101.32 million
Optionable
Not Optionable
Beta
0.82

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This page (NYSE:SWZ) was last updated on 11/21/2024 by MarketBeat.com Staff
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