SWZ Shariah Compliance

Screening Methodology: AAOIFI

NOT HALAL

Last Updated: January 14, 2025

Report Source: 2024 2nd Quarter Report

Swiss Helvetia Fund Inc

Swiss Helvetia Fund Inc. Stock Analysis SWZ

United States N/A Micro Cap Report:
Swiss Helvetia Fund Inc is a US-based company operating in industry. The company is headquartered in Milwaukee, Wisconsin. The Swiss Helvetia Fund, Inc., formerly Total Return Securities Fund, is a non-diversified, closed-end management investment company. The Fund's investment objective is long-term total return. The Fund invests primarily by purchasing United States securities or other assets that, in the opinion of the Fund’s investment adviser, are undervalued at the time of purchase and have the potential for growth and/or where the perceived discount from their intrinsic value is likely to narrow over time. The Fund also invests in various industries, including banking, financial services, food and beverage, healthcare, real estate management and development, retail, and oil, gas and consumable fuels industries. Bulldog Investors, LLP serves as the Fund’s investment adviser.
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Swiss Helvetia Fund Inc (SWZ) Chart

Key Statistics of Swiss Helvetia Fund Inc (SWZ)

Key statistics in the stock market are essential financial indicators that measure a company's performance, valuation, profitability, and risk.

Today's Range

$5.94$6.01

Today's Open

$6.01

Volume

87.94K

P/E Ratio (TTM)

-

52 Week Range

$5.84$6.43

Market Cap

103.34M

Avg. Volume

70.02K

Dividend Yield

3.53%

Financial Metrics & Statements of Swiss Helvetia Fund Inc (SWZ)

FAQ's for Swiss Helvetia Fund Inc (SWZ)

  • According to Musaffa’s Shariah screening methodology, Swiss Helvetia Fund Inc (SWZ) is currently classified as NOT HALAL as of January 2025. The classification is based on an evaluation of the company’s business activities and financial ratios to determine whether it meets Islamic investment guidelines.

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