STEW ETF
SRH Total Return Fund
STEW ETF Overview
STEW ETF (SRH Total Return Fund) is managed by Paralel Advisors LLC with $2.27B in net assets. STEW expense ratio is 2.28%, holding 24 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2002-01-31.
STEW performance shows a YTD return of 5.67%. The 1-year return is 10.67% and the 5-year return is 11.88%. STEW dividend yield stands at 3.23%, paid quarterly.
STEW top holdings include Berkshire Hathaway Inc - Common Cl A (31.1%), Jpmorgan Chase (14.3%), Cash and Cash Equivalents (7.2%), Us Enterprise Products Partners Lp (5.5%), Berkshire Hathaway Inc Brk/B Us Equity (5.1%). Go to all STEW holdings, STEW sectors, or STEW dividends.
STEW can be compared against other funds. Use STEW overlap to find shared positions, or STEW vs another fund for a side-by-side view. STEW alternatives are available via the screener, along with tax-loss harvesting opportunities.