The Swiss Helvetia Fund, Inc. (the Fund) is a non-diversified, closed-end investment company. The Fund's investment objective is to seek long-term growth of capital through investment in equity and equity-linked securities of Swiss companies. The Fund may also acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances. The Fund primarily invests in securities of Swiss issuers. The Fund also invests in various industries, such as pharmaceuticals, food and beverage, industrial goods and services, banks, personal and household goods, construction and materials, biotechnology, medical equipment, chemicals, technology, financial services, insurance, telecommunications and retail. The Fund operates from approximately 40 offices in 30 countries across Europe, the United States, Asia and the Middle East. Schroder Investment Management North America Inc. acts as an investment advisor for the Fund.
Industry, Sector and Symbol:
- Sector: Finance
- Industry: Closed-End Fund - Foreign
- Sub-Industry: N/A
- Symbol: NYSE:SWZ
- CUSIP: N/A
- Web: N/A
- 50 Day Moving Avg: $11.90
- 200 Day Moving Avg: $10.94
- 52 Week Range: $9.75 - $12.51
- Trailing P/E Ratio: N/A
- P/E Growth: 0.00
- Average Volume: 61,806 shs.
- Beta: 0.77
Frequently Asked Questions for Swiss Helvetia Fund (NYSE:SWZ)
What is Swiss Helvetia Fund's stock symbol?
Swiss Helvetia Fund trades on the New York Stock Exchange (NYSE) under the ticker symbol "SWZ."
How often does Swiss Helvetia Fund pay dividends? What is the dividend yield for Swiss Helvetia Fund?
Swiss Helvetia Fund announced a semiannual dividend on Tuesday, December 6th. Shareholders of record on Wednesday, December 21st will be paid a dividend of $0.12 per share on Thursday, December 29th. This represents a dividend yield of 2.42%. The ex-dividend date is Monday, December 19th. View Swiss Helvetia Fund's Dividend History.
Who are some of Swiss Helvetia Fund's key competitors?
Some companies that are related to Swiss Helvetia Fund include HDFC Bank Limited (HDB), Berkshire Hathaway (BRK.B), Berkshire Hathaway (BRK-A), Berkshire Hathaway (BRK.A), JPMorgan Chase & Co. (JPM), Wells Fargo & Co (WFC), Bank of America Corp (BAC), HSBC Holdings plc (HSBC), Citigroup (C), Royal Bank of Canada (RY), Banco Santander, S.A. (SAN), China Life Insurance Co Ltd (LFC), BNP Paribas SA (BNPQY), Goldman Sachs Group (GS), U.S. Bancorp (USB), Toronto-Dominion Bank (TD), Allianz SE (AZSEY) and Mitsubishi UFJ Financial Group (MTU).
Who owns Swiss Helvetia Fund stock?
Swiss Helvetia Fund's stock is owned by a variety of of retail and institutional investors. Top institutional investors include
BULLDOG INVESTORS, LLC
BULLDOG INVESTORS, LLC
(7.20%). Company insiders that own Swiss Helvetia Fund stock include Brian A Berris and Joseph S Calhoun III. View Institutional Ownership Trends for Swiss Helvetia Fund.
How do I buy Swiss Helvetia Fund stock?
Shares of Swiss Helvetia Fund can be purchased through any online brokerage account. Popular online brokerages include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.
How much does a share of Swiss Helvetia Fund stock cost?
One share of Swiss Helvetia Fund stock can currently be purchased for approximately $12.50.
Consensus Ratings for Swiss Helvetia Fund (NYSE:SWZ) (?) The ratings breakdown includes the most recent rating from each analyst that has rated the stock within the last twelve months. The ratings score is a calculation of the average number of sell, hold, buy and strong buy ratings (0-1.5 = Sell, 1.5-2.5 = Hold, 2.5-3.5 = Buy, >3.5 = Strong Buy). The consensus price target is a mean average of the most recent price target set by each analyst that has set a price target for the stock in the last twelve months.
|Ratings Breakdown: ||No ratings tracked in the last 12 months.|
|Consensus Rating:||N/A (Score: NaN)|
|Consensus Price Target: ||N/A|
Analysts' Ratings History for Swiss Helvetia Fund (NYSE:SWZ)
No equities research coverage for this company has been tracked by MarketBeat.com
Earnings History for Swiss Helvetia Fund (NYSE:SWZ)
No earnings announcements for this company have been tracked by MarketBeat.com
Earnings Estimates for Swiss Helvetia Fund (NYSE:SWZ)
No earnings estimates for this company have been tracked by MarketBeat.com
Current Dividend Information for Swiss Helvetia Fund (NYSE:SWZ)
|Most Recent Dividend:||12/29/2016|
|Dividend Growth:||135.10% (3 Year Average)|
Dividend History by Quarter for Swiss Helvetia Fund (NYSE:SWZ)
(Data available from 1/1/2013 forward)
|Announced||Period||Amount||Yield||Ex-Dividend Date||Record Date||Payable Date|
Headline Trends for Swiss Helvetia Fund (NYSE:SWZ)
Latest Headlines for Swiss Helvetia Fund (NYSE:SWZ)
|The Swiss Helvetia Fund, Inc. Announces Final Results Of One-time Cash Tender Offer|
finance.yahoo.com - April 26 at 8:57 AM
|BRIEF-Swiss Helvetia Fund announces expiration, preliminary results of one-time cash tender offer|
www.reuters.com - April 25 at 7:04 PM
|Swiss Helvetia Fund (SWZ) Receives Coverage Optimism Score of -0.29|
www.americanbankingnews.com - April 19 at 11:09 AM
|SWISS HELVETIA FUND, INC. Files SEC form 8-K, Changes in Registrant's Certifying Accountant|
biz.yahoo.com - December 23 at 8:14 PM
|SWISS HELVETIA FUND, INC. Financials|
finance.yahoo.com - December 2 at 7:43 PM
|The Swiss Helvetia Fund, Inc. Announces Decision Not To Call Requested Special Stockholder Meeting|
finance.yahoo.com - November 11 at 7:28 PM
|BRIEF-Swiss Helvetia Fund Inc - board voted to amend Fund's charter|
www.reuters.com - November 7 at 8:40 PM
|Pros, Cons of Swiss Stocks|
www.wsj.com - November 7 at 11:52 AM
|Options For Alpha In Activist-Driven Yield Plays|
seekingalpha.com - November 1 at 7:55 PM
|A Swiss Fund At A Sweet Discount|
seekingalpha.com - August 25 at 10:55 AM
|The Swiss Helvetia Fund, Inc. Declares Capital Gain Distributions and Announces Appointment of New Director|
finance.yahoo.com - June 23 at 6:29 PM
|Vollgeld: What It Means for Fractional Reserve Banking in Switzerland|
finance.yahoo.com - March 3 at 2:01 PM
|The Swiss Helvetia Fund Inc. (SWZ)|
finance.yahoo.com - February 3 at 2:40 PM
|SWISS HELVETIA FUND, INC. Files SEC form 8-K, Regulation FD Disclosure|
biz.yahoo.com - October 27 at 6:02 AM
|The Swiss Helvetia Fund, Inc. Declares Income And Capital Gains Distributions|
finance.yahoo.com - June 25 at 5:01 PM
|The Swiss Helvetia Fund, Inc. Announces Stock Repurchase Program|
finance.yahoo.com - March 17 at 5:12 PM
|The Swiss Helvetia Fund, Inc. Announces Conference Call To Discuss Recent Market Events|
finance.yahoo.com - January 22 at 6:26 PM
Swiss Helvetia Fund (SWZ) Chart for Wednesday, May, 24, 2017