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SWZ | The Swiss Helvetia Fund Inc. Stock Overview

(Stock Exchange: NYSE)
Day's Range 7.78 - 7.79
52 Week Range 7.49 - 9.14
Beta N/A
Implied Volatility N/A
IV Rank N/A
Day's Volume 425
Average Volume 24,293
Shares Outstanding 12,990,700
Market Cap 101,197,553
Sector Financial Services
Industry Asset Management
IPO Date 1987-08-19
Valuation
Profitability
Growth
Health
P/E Ratio 11.98
Forward P/E Ratio N/A
EPS 0.65
1YR Price Target N/A
Dividend Yield 6.52%
Dividend Per Share 0.51
Dividend ExDate N/A
Dividend PayDate N/A
Employees 0
Country USA
Website SWZ
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.
SWZ's peers: CAF, CEE, CHN, GF, JOF, KF, MPA, MXF, CMU, CXE, MMT, MIN, MUE, JEQ, TWN, FDEU, EICA, HYI, NNY, FGB
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Analyzing fundamentals for SWZ we got that it has weak fundamentals where Valuation is considered to be fairly valued, Profitability is moderate, Growth is bad and Health is very weak. For more detailed analysis please see SWZ Fundamentals page.

Watching at SWZ technicals we can see that long-term trend is bearish, the same as bearish middle-term trend, but short-term trend is bullish. More technicals details can be found on SWZ Technicals page.
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