Swiss Helvetia Fund Money Managers
SWZ Fund | USD 7.88 0.08 1.03% |
Break down of Swiss Helvetia's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Swiss Helvetia's future under-performance.
Swiss |
Symbol | SWZ |
Name | Swiss Helvetia Closed |
Type | Fund |
Country | United States |
Exchange | NYSE |
Information on Swiss Helvetia Closed Leadership is currently not available.
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Swiss Helvetia Closed Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Swiss Helvetia Closed Price Series Summation is a cross summation of Swiss Helvetia price series and its benchmark/peer.
About Swiss Helvetia Management Performance
The success or failure of an entity such as Swiss Helvetia Closed often depends on how effective the management is. Swiss Helvetia management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Swiss management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Swiss management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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 SP 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.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Swiss Fund
Swiss Helvetia financial ratios help investors to determine whether Swiss 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 Swiss with respect to the benefits of owning Swiss Helvetia security.
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