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DOW   31,188.38
QQQ   324.03
S&P 500   3,851.85
DOW   31,188.38
QQQ   324.03
S&P 500   3,851.85
DOW   31,188.38
QQQ   324.03
S&P 500   3,851.85
DOW   31,188.38
QQQ   324.03
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The Swiss Helvetia Fund Stock Forecast, Price & News

+0.04 (+0.44 %)
(As of 01/20/2021 03:59 PM ET)
Today's Range
Now: $9.08
50-Day Range
MA: $8.89
52-Week Range
Now: $9.08
Volume100 shs
Average Volume10,860 shs
Market Capitalization$120.42 million
P/E RatioN/A
Dividend Yield6.18%
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.


Overall MarketRank

0.93 out of 5 stars

Finance Sector

1110th out of 1,939 stocks

Investment Offices, Not Elsewhere Classified Industry

42nd out of 172 stocks

Analyst Opinion: 0.0Community Rank: 3.0Dividend Strength: 1.7Insider Behavior: 0.0Valuation: 0.0 5 -4 -3 -2 -1 -

Industry, Sector and Symbol

Industry Investment offices, not elsewhere classified



Sales & Book Value

Annual SalesN/A



Market Cap$120.42 million
Next Earnings DateN/A
OptionableNot Optionable
+0.04 (+0.44 %)
(As of 01/20/2021 03:59 PM ET)
30 days | 90 days | 365 days | Advanced Chart

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The Swiss Helvetia Fund (NYSE:SWZ) Frequently Asked Questions

How has The Swiss Helvetia Fund's stock price been impacted by Coronavirus?

The Swiss Helvetia Fund's stock was trading at $7.44 on March 11th, 2020 when Coronavirus reached pandemic status according to the World Health Organization. Since then, SWZ shares have increased by 22.0% and is now trading at $9.08.
View which stocks have been most impacted by COVID-19

What stocks does MarketBeat like better than The Swiss Helvetia Fund?

Wall Street analysts have given The Swiss Helvetia Fund a "N/A" rating, but there may be better short-term opportunities in the market. Some of MarketBeat's past winning trading ideas have resulted in 5-15% weekly gains. MarketBeat just released five new trading ideas, but The Swiss Helvetia Fund wasn't one of them. MarketBeat thinks these five stocks may be even better buys.
View MarketBeat's top stock picks here.

What is Thomas Greco's approval rating as The Swiss Helvetia Fund's CEO?

538 employees have rated The Swiss Helvetia Fund CEO Thomas Greco on Glassdoor.com. Thomas Greco has an approval rating of 63% among The Swiss Helvetia Fund's employees. This puts Thomas Greco in the bottom 25% of approval ratings compared to other CEOs of publicly-traded companies.

How often does The Swiss Helvetia Fund pay dividends? What is the dividend yield for The Swiss Helvetia Fund?

The Swiss Helvetia Fund declared a quarterly dividend on Wednesday, November 25th. Investors of record on Monday, December 21st will be given a dividend of $0.138 per share on Thursday, December 31st. This represents a $0.55 annualized dividend and a dividend yield of 6.08%. The ex-dividend date of this dividend is Friday, December 18th.
View The Swiss Helvetia Fund's dividend history

Is The Swiss Helvetia Fund a good dividend stock?

The Swiss Helvetia Fund pays an annual dividend of $0.56 per share and currently has a dividend yield of 6.18%. SWZ has a dividend yield higher than 75% of all dividend-paying stocks, making it a leading dividend payer.
View The Swiss Helvetia Fund's dividend history.

Who are some of The Swiss Helvetia Fund's key competitors?

What other stocks do shareholders of The Swiss Helvetia Fund own?

Who are The Swiss Helvetia Fund's key executives?

The Swiss Helvetia Fund's management team includes the following people:
  • Mr. Frederick Skillin, Portfolio Mang.
  • Mr. Stephen M. DeTore, Portfolio Mang.

What is The Swiss Helvetia Fund's stock symbol?

The Swiss Helvetia Fund trades on the New York Stock Exchange (NYSE) under the ticker symbol "SWZ."

How do I buy shares of The Swiss Helvetia Fund?

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

What is The Swiss Helvetia Fund's stock price today?

One share of SWZ stock can currently be purchased for approximately $9.08.

How big of a company is The Swiss Helvetia Fund?

The Swiss Helvetia Fund has a market capitalization of $120.42 million.

What is The Swiss Helvetia Fund's official website?

The official website for The Swiss Helvetia Fund is www.swzfund.com.

How can I contact The Swiss Helvetia Fund?

The closed-end fund can be reached via phone at 212-641-3800.

This page was last updated on 1/20/2021 by MarketBeat.com Staff

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