Swiss Helvetia Fund: High Yield, Quality Swiss Stocks At A Discount To Net Asset Value [Seeking Alpha]
Swiss Helvetia Fund, Inc. (The) (SWZ)
US:NYSE Investor Relations:
schroders.com/en/us/swz-fund
Company Research
Source: Seeking Alpha
The ETF has concentrated holdings in strong businesses with high dividends, making it attractive for dividend investors. The overall dividend yield of the portfolio is nearly 6.65%, making it a great option for diversifying into foreign stocks. Investment Thesis The Swiss Helvetia Fund Inc ( NYSE: SWZ ) is a closed-end investment fund that is currently trading at around a 16% discount to NAV, and could potentially be a takeover target sometime in the future. The main focus of the fund seems to be returning capital to shareholders in the form of dividends, which are plentiful. The small market capitalization and nature of the fund make it a standout among other closed-end funds, and factoring in the expense ratio, it yields roughly 5.6%. The stocks which comprise most of the portfolio are strong, quality Swiss companies, with identifiable moats and notably high dividends. The high forward 6.65% dividend yield makes it a great option for dividend investors, especially those who w
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SWZ
Sec Filings
- 4/22/24 - Form 40-17G
- 3/11/24 - Form N-CEN
- 3/7/24 - Form N-CSR
- SWZ's page on the SEC website