SWZ ETF
Total Return Securities Fund
SWZ ETF Overview
SWZ ETF (Total Return Securities Fund) is managed by Total Return Securities Fund with $96.3M in net assets. SWZ expense ratio is 1.62%, holding 27 positions across sectors including Real Estate, Financials, Industrials. Inception date: 1987-08-27.
SWZ performance shows a YTD return of 6.66%. The 1-year return is 5.14% and the 5-year return is 3.31%.
SWZ top holdings include Berkshire Hathaway Inc. (7.8%), Village Super Market Inc (7.8%), Central Securities Corp (7.2%), Alexander's Inc (7.2%), Fidelity Inv Mmkt Govt-I 12/31/2031 (5.7%). 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.