SWZ ETF
Total Return Securities Fund
SWZ ETF Overview
SWZ ETF (Total Return Securities Fund) is managed by Total Return Securities Fund with $94.7M in net assets. SWZ expense ratio is 1.62%, holding 31 positions across sectors including Real Estate, Financials, Industrials. Inception date: 1987-08-27.
SWZ performance shows a YTD return of 7.24%. The 1-year return is 5.86% and the 5-year return is 3.63%.
SWZ top holdings include Central Securities Corp (10.1%), Alexander's Inc (8.0%), Berkshire Hathaway Inc - Common Cl A (7.8%), Village Super Market Inc (7.5%), Chubb Ltd. (7.4%). Go to all SWZ holdings, SWZ sectors, or SWZ dividends.
SWZ can be compared against other funds. Use SWZ overlap to find shared positions, or SWZ vs another fund for a side-by-side view. SWZ alternatives are available via the screener, along with tax-loss harvesting opportunities.