S&P 500   3,768.25
DOW   30,814.26
QQQ   311.86
pixel
S&P 500   3,768.25
DOW   30,814.26
QQQ   311.86
pixel
S&P 500   3,768.25
DOW   30,814.26
QQQ   311.86
pixel
S&P 500   3,768.25
DOW   30,814.26
QQQ   311.86
pixel
Log in
NYSE:SWZ

The Swiss Helvetia Fund Stock Forecast, Price & News

$9.06
-0.03 (-0.33 %)
(As of 01/15/2021 08:00 PM ET)
Add
Compare
Today's Range
$9.04
Now: $9.06
$9.06
50-Day Range
$8.52
MA: $8.85
$9.16
52-Week Range
$5.54
Now: $9.06
$9.16
Volume395 shs
Average Volume16,821 shs
Market Capitalization$120.14 million
P/E RatioN/A
Dividend Yield6.19%
Beta0.76
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.

MarketRank

Overall MarketRank

0.93 out of 5 stars

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
Sub-IndustryN/A
SectorFinance
CUSIPN/A
Phone212-641-3800
EmployeesN/A

Debt

Price-To-Earnings

Sales & Book Value

Annual SalesN/A

Profitability

Miscellaneous

Market Cap$120.14 million
Next Earnings DateN/A
OptionableNot Optionable
$9.06
-0.03 (-0.33 %)
(As of 01/15/2021 08:00 PM ET)
30 days | 90 days | 365 days | Advanced Chart

Receive SWZ News and Ratings via Email

Sign-up to receive the latest news and ratings for SWZ and its competitors with MarketBeat's FREE daily newsletter.

speech bubbles
speech bubbles











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

How has The Swiss Helvetia Fund's stock been impacted by COVID-19?

The Swiss Helvetia Fund's stock was trading at $7.44 on March 11th, 2020 when COVID-19 reached pandemic status according to the World Health Organization (WHO). Since then, SWZ stock has increased by 21.8% and is now trading at $9.06.
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.

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

The Swiss Helvetia Fund announced a quarterly dividend on Wednesday, November 25th. Stockholders 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 dividend on an annualized basis and a yield of 6.09%. The ex-dividend date 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 6.19%. 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 $9.06.

How big of a company is The Swiss Helvetia Fund?

The Swiss Helvetia Fund has a market capitalization of $120.14 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 1/19/2021 by MarketBeat.com Staff

Enter your email address below to receive a concise daily summary of analysts' upgrades, downgrades and new coverage with MarketBeat.com's FREE daily email newsletter.