Swiss Helvetia Closed Fund Quote

SWZ Fund  USD 8.94  0.02  0.22%   

Performance

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Odds Of Distress

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Low
Swiss Helvetia is trading at 8.94 as of the 20th of March 2025; that is 0.22 percent increase since the beginning of the trading day. The fund's open price was 8.92. Swiss Helvetia has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States. Swiss Helvetia operates under Asset Management classification in the United States and is traded on New York Stock Exchange.. The company has 13.21 M outstanding shares of which 9.94 K shares are at this time shorted by investors with about 0.46 days to cover. More on Swiss Helvetia Closed

Moving together with Swiss Fund

  0.76NEA Nuveen Amt Free Sell-off TrendPairCorr
  0.84NVG Nuveen Amt FreePairCorr
  0.7NAD Nuveen Dividend Advantage Potential GrowthPairCorr
  0.94EDD Morgan Stanley EmergingPairCorr
  0.73PTY Pimco Corporate IncomePairCorr
  0.76NZF Nuveen Municipal CreditPairCorr

Moving against Swiss Fund

  0.42AA Alcoa CorpPairCorr

Swiss Fund Highlights

Fund ConcentrationAsset Management, Financial Services (View all Sectors)
Update Date31st of March 2025
Swiss Helvetia Closed [SWZ] is traded in USA and was established 20th of March 2025. The fund is not categorized under any group at the present time. Swiss Helvetia Closed at this time has in assets with no minimum investment requirementsThe fund is currently generating return of 11.4% with the current yeild of 0.0%, while the total return for the last 3 years was 5.99%.
Check Swiss Helvetia Probability Of Bankruptcy

Swiss Helvetia Closed Risk Profiles

Swiss Helvetia Against Markets

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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