Question 1

What is LOPJLB’s current signal on SWZ?

Accepted Answer

LOPJLB’s latest quantitative signal on Total Return Securities Fund (SWZ) is BUY in a BULL regime. Signals are updated daily.

Question 2

What market regime is SWZ in?

Accepted Answer

Total Return Securities Fund (SWZ) is currently classified in the BULL HMM market regime on LOPJLB.

Question 3

What does Total Return Securities Fund (SWZ) do?

Accepted Answer

Total Return Securities Fund (formerly The Swiss Helvetia Fund) is a non-diversified, closed-end management investment company that, following a February 2025 shareholder vote, replaced its prior mandate of investing in Swiss equities with a broader objective of long-term total return. Now advised by Bulldog Investors, LLP, the fund primarily purchases U.S. securities or other assets viewed as …

Question 4

Where is Total Return Securities Fund based / listed?

Accepted Answer

Total Return Securities Fund is based in US, listed on NYSE.

Total Return Securities Fund (SWZ)

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