Shareholder Value
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TOTAL RETURN SECURITIES FUND PORTFOLIO SNAPSHOT
SWZ (formerly The Swiss Helvetia Fund) underwent a strategic shift in February 2025, embracing a total return objective under Bulldog Investors. The $92.4 million portfolio, as of May 2025, now includes Swiss, U.S., and a significant cash component (50.3%). A $3.00 special dividend was distributed in April. The fund’s performance reflecting its new strategy will be closely watched.
