Swiss Helvetia Fund Company Profile (NYSE:SWZ)

About Swiss Helvetia Fund

Swiss Helvetia Fund logoSwiss 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 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, travel and leisure, 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
  • Exchange: NYSE
  • Symbol: SWZ
  • CUSIP:
Key Metrics:
  • Previous Close: $10.35
  • 50 Day Moving Average: $10.5765
  • 200 Day Moving Average: $10.4036
  • 52-Week Range: $9.41 - $11.20
  • Trailing P/E Ratio: N/A
  • P/E Growth: 0.0000
  • Market Cap: $N/A
  • Beta: 0.86
Additional Links:
Companies Related to Swiss Helvetia Fund:

Analyst Ratings

Consensus Ratings for Swiss Helvetia Fund (NYSE:SWZ) (?)
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


Earnings History for Swiss Helvetia Fund (NYSE:SWZ)
No earnings announcements for this company have been tracked by


Earnings Estimates for Swiss Helvetia Fund (NYSE:SWZ)
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Current Dividend Information for Swiss Helvetia Fund (NYSE:SWZ)
Annual Dividend:$0.41
Dividend Yield:3.93%
Dividend Growth:23.50% (3 Year Average)
Payout Ratio:

Dividend History for Swiss Helvetia Fund (NYSE:SWZ)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading History for Swiss Helvetia Fund (NYSE:SWZ)
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
11/18/2015Brian A BerrisDirectorBuy5,000$10.88$54,400.00View SEC Filing  
9/4/2014Alan M MandelInsiderBuy1,000$14.21$14,210.00View SEC Filing  
9/12/2012Brian A BerrisDirectorBuy5,000$10.81$54,050.00View SEC Filing  
(Data available from 1/1/2013 forward)


Latest Headlines for Swiss Helvetia Fund (NYSE:SWZ)
DateHeadline logoSwiss Helvetia Fund : Cmt Trading buys $176,999 stake in Swiss Helvetia Fund (SWZ) (NYSE:SWZ) - September 26 at 11:59 AM logoSwiss Helvetia Fund : Cutler Capital Management buys $1,249,823 stake in Swiss Helvetia Fund (SWZ) (NYSE:SWZ) - September 16 at 7:15 PM logoA Swiss Fund At A Sweet Discount (NYSE:SWZ) - August 25 at 10:55 AM logoThe Swiss Helvetia Fund, Inc. Declares Capital Gain Distributions and Announces Appointment of New Director (NYSE:SWZ) - June 23 at 6:29 PM logoVollgeld: What It Means for Fractional Reserve Banking in Switzerland (NYSE:SWZ) - March 3 at 2:01 PM logoThe Swiss Helvetia Fund Inc. (SWZ) (NYSE:SWZ) - February 3 at 2:40 PM logo• Swiss Market Commentary (Oct. 27, 2015) (NYSE:SWZ) - November 6 at 3:34 PM logoSWISS HELVETIA FUND, INC. Files SEC form 8-K, Regulation FD Disclosure (NYSE:SWZ) - October 27 at 6:02 AM logoThe Swiss Helvetia Fund, Inc. Declares Income And Capital Gains Distributions (NYSE:SWZ) - June 25 at 5:01 PM logoThe Swiss Helvetia Fund, Inc. Announces Stock Repurchase Program (NYSE:SWZ) - March 17 at 5:12 PM logoThe Swiss Helvetia Fund, Inc. Announces Conference Call To Discuss Recent Market Events (NYSE:SWZ) - January 22 at 6:26 PM


Swiss Helvetia Fund (NYSE:SWZ) Chart for Thursday, October, 27, 2016

Last Updated on 10/27/2016 by Staff