Swiss Helvetia Fund (Swiss Helvetia Fund) Risk Assessment

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What is Swiss Helvetia Fund Risk Assessment?

Risk Assessment represents the investment risk of a stock derived from our exclusive method. It suggests how risky the investment opportunity is based on the valuation and the fundamental performance of the stock. It is derived from following key aspects:

1. GuruFocus internally developed valuations of the stock, such as GF valuation.
2. Quality Rank, a business quality indicator developed by GuruFocus.
3. Fundamental performance: Piotroski F-Score, Altman Z-Score, Beneish M-Score, etc.
4. Growth opportunities: 5-year revenue growth rate, 5-Year EPS without NRI Growth Rate, etc.

Value investors are always willing to find undervalued stocks. However, not all the undervalued stocks are good deals, we should also be careful of how risky the investment opportunity is. We believe that if the company's financial strength and profitability are strong, and the stock price is within a reasonable range of the GF valuation, or stock has a high return with its price being undervalued, then it might be a good investment opportunity with low risk.

Based on those aspects listed above, GuruFocus believes the risk assessment of Swiss Helvetia Fund is: No Data: Cannot be evaluated.

Competitive Comparison of Swiss Helvetia Fund's Risk Assessment

For the Asset Management subindustry, Swiss Helvetia Fund's Risk Assessment, along with its competitors' market caps and Risk Assessment data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Swiss Helvetia Fund's Risk Assessment Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Swiss Helvetia Fund's Risk Assessment distribution charts can be found below:

* The bar in red indicates where Swiss Helvetia Fund's Risk Assessment falls into.

Swiss Helvetia Fund (NYSE:SWZ) Risk Assessment Explanation

Based on the four aspects listed above, GuruFocus provides the following 7 evaluations:

All-in-One Screener Examples (1)
Low Risk: Strong fundamentals, worth long-term holding
Moderate Risk: Sensitive, better choose undervalued stock
High Risk: High uncertainty with risk-return tradeoff
High Risk: Good fundamentals, beware of shrinking business
High Risk: Sensitive to economic or industry trends
High Risk: High uncertainty
No Data: Cannot be evaluated

(1) These are some simple examples. You can access our Risk Assessment filter under All-in-One Screener’s Fundamental tab and set your own criteria.

Swiss Helvetia Fund Risk Assessment Related Terms

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Swiss Helvetia Fund (Swiss Helvetia Fund) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Swiss Helvetia Fund Inc (NYSE:SWZ) » Definitions » Risk Assessment

Comparable Companies

Traded in Other Exchanges

N/A

Address

C/o U.S. Bank Global Fund Services, 615 East Michigan Street, Milwaukee, WI, USA, 53202

Website

http://www.swzfund.com

Swiss Helvetia Fund Inc is a non-diversified, closed-end investment company. Its investment objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. The group invests in various sectors such as pharmaceuticals, food and beverage, industrial goods and services, banks, personal and household goods, construction and materials, biotechnology, medical equipment, chemicals, technology, financial services, insurance, and retail.

Executives

Andrew Dakos	director	250 PEHLE AVE., SUITE 708, SADDLE BROOK NJ 07663
Phillip Goldstein	director	60 HERITAGE DRIVE, PLEASANTVILLE NY 10570
Moritz A Sell	director	C/O USBANCORP FUND SERVICES, 777 E WISCONSIN AVE., MILWAUKEE WI 53202
Gerald Hellerman	director	5431 NW 21ST AVE., BOCA RATON FL 33496
Stephanie Darling	officer: Chief Compliance Officer	250 PEHLE AVE., SUITE 708, SADDLE BROOK NJ 07663
Rajeev P Das	officer: Secretary	250 PEHLE AVE., SUITE 708, SADDLE BROOK NJ 07663
Thomas Antonucci	officer: Chief Financial Officer	250 PEHLE AVE. SUITE 708, SADDLE BROOK NJ 07663
Richard Dayan	director	C/O IMPERIAL HOLDINGS, INC., 701 PARK OF COMMERCE BLVD., SUITE 301, BOCA RATON FL 33487
David Bock	director	C/O I-TRAX INC, ONE LOGAN SQUARE STE 2615, PHILADELPHIA PA 19103
Jean Hoysradt	director	C/O W. P. CAREY INC., ONE MANHATTAN WEST, 395 9TH AVE., 58 FL, NEW YORK NY 10001
Samuel B Witt	director	STATFESIDE ASSOCIATES INC, 2300 CLARENDON BLVD STE 407, ARLINGTON VA 22201
Fred J Ricciardi	director	60 STATE STREET, BOSTON MA 02109
Reid B Adams	officer: Chf. Legal Officer & Secretary	SCHRODER INVEST. MGMT. NORTH AMERICA INC, 875 THIRD AVENUE, 22ND FLOOR, NEW YORK NY 10022
Jean-marc Boillat	director	LES GADRAS, VILLENEUVE DE DURAS I0 47120
Calhoun Joseph S Iii	director	C/O SCHRODERS, 875 THIRD AVENUE, 22ND FLOOR, NEW YORK NY 10022