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SWZ The Swiss Helvetia Fund Inc. weekly Stock Chart
SWZ [NYSE]
The Swiss Helvetia Fund Inc.
Index- P/E19.66 EPS (ttm)0.41 Insider Own0.90% Shs Outstand13.26M Perf Week-1.57%
Market Cap107.95M Forward P/E- EPS next Y- Insider Trans3.03% Shs Float- Perf Month-3.44%
Income- PEG- EPS next Q- Inst Own37.43% Short Float- Perf Quarter0.62%
Sales2.76M P/S39.17 EPS this Y- Inst Trans- Short Ratio0.55 Perf Half Y11.05%
Book/sh9.27 P/B0.88 EPS next Y- ROA- Target Price- Perf Year0.49%
Cash/sh- P/C- EPS next 5Y- ROE- 52W Range5.54 - 8.84 Perf YTD-3.21%
Dividend0.56 P/FCF- EPS past 5Y- ROI- 52W High-7.92% Beta-
Dividend %6.88% Quick Ratio- Sales past 5Y- Gross Margin- 52W Low46.93% ATR0.11
Employees- Current Ratio- Sales Q/Q3.80% Oper. Margin- RSI (14)41.99 Volatility0.90% 1.28%
OptionableNo Debt/Eq- EPS Q/Q- Profit Margin- Rel Volume0.75 Prev Close8.15
ShortableYes LT Debt/Eq- Earnings- Payout- Avg Volume26.25K Price8.14
Recom- SMA20-1.00% SMA50-1.61% SMA2002.69% Volume19,703 Change-0.12%
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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.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
SELL MORITZ ADirectorOct 02Sale8.372,00016,7403,330Oct 02 04:07 PM
GOLDSTEIN PHILLIPDirectorApr 30Buy7.375003,685115,747May 04 04:58 PM
GOLDSTEIN PHILLIPDirectorApr 23Buy7.355,00036,750115,247Apr 27 01:47 PM
HELLERMAN GERALDDirectorApr 03Buy6.901,0006,9004,067Apr 03 04:44 PM
SELL MORITZ ADirectorMar 16Buy6.131,0176,2345,050Mar 16 02:56 PM
SELL MORITZ ADirectorMar 09Buy7.672,00015,3464,033Mar 10 02:53 PM
Dakos AndrewPresident and CEOFeb 28Buy7.751,0007,7501,064Mar 03 02:10 PM
HELLERMAN GERALDDirectorFeb 27Buy8.001,0008,0003,057Mar 02 04:04 PM
GOLDSTEIN PHILLIPDirectorFeb 25Buy8.3614,987125,241100,348Feb 26 12:35 PM
GOLDSTEIN PHILLIPDirectorFeb 24Buy8.4310,01384,45985,361Feb 26 12:35 PM
GOLDSTEIN PHILLIPDirectorJan 06Buy8.331,0869,04675,348Jan 08 05:07 PM
GOLDSTEIN PHILLIPDirectorDec 19Buy8.202,61121,41074,262Dec 23 04:09 PM
GOLDSTEIN PHILLIPDirectorDec 18Buy8.156145,00471,651Dec 19 03:50 PM
GOLDSTEIN PHILLIPDirectorDec 17Buy8.1540,000326,00071,037Dec 19 03:50 PM
GOLDSTEIN PHILLIPDirectorDec 02Buy8.1028,209228,55731,037Dec 03 03:37 PM
GOLDSTEIN PHILLIPDirectorNov 29Buy8.121,79114,5432,828Dec 03 03:37 PM