Join
SRH Total Return Fund Inc. logo

STEW

NYSE

SRH Total Return Fund Inc.

SectorFinanceIndustryInvestment Managers
$18.63+0.18 (+0.98%)
News25/Ratings0

SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Boulder Investment Advisers, L.L.C. It is co-managed by Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operating across diversified industries. The fund primarily invests in dividend paying value stocks of companies across all capitalizations, as well as in fixed income securities issued by companies. It employs both fundamental and quantitative analysis with a bottom-up security picking approach, focusing on such factors as defensible businesses with solid financial positions and strong operating track records to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Composite Index. SRH Total Return Fund, Inc. was formed on December 7, 1972 and is domiciled in the United States.

Price$18.63+0.09 (+0.49%)
01:45 PM03:15 PM
News · 26 weeks9+100%
2026-02-01: 12026-02-08: 32026-02-15: 02026-02-22: 02026-03-01: 02026-03-08: 02026-03-15: 02026-03-22: 02026-03-29: 12026-04-05: 02026-04-12: 02026-04-19: 02026-04-26: 12026-05-03: 02026-05-10: 02026-05-17: 22026-05-24: 02026-05-31: 02026-06-07: 02026-06-14: 02026-06-21: 02026-06-28: 02026-07-05: 02026-07-12: 02026-07-19: 02026-07-26: 1
2026-02-012026-07-26
Mix390d
  • Market2(67%)
  • Insider1(33%)

Latest news

25 items

STEW FAQ

6 questions
  • What does SRH Total Return Fund Inc. do?
    SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Boulder Investment Advisers, L.L.C. It is co-managed by Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operating across diversified industries. The fund primarily invests in dividend paying value stocks of companies across all capitalizations, as well as in fixed income securities issued by companies. It employs both fundamental and quantitative analysis with...
  • Where does STEW stock trade?
    SRH Total Return Fund Inc. (STEW) is listed on NYSE.
  • What sector and industry is STEW in?
    SRH Total Return Fund Inc. operates in the Finance sector, Investment Managers industry.
  • Does STEW pay a dividend?
    STEW's most recent ex-dividend date was 2026-07-24 with a cash dividend of $0.20 per share. No future ex-date is on file yet.
  • What companies are similar to STEW?
    Notable peers in the same industry include BX (Blackstone Inc.), KKR (KKR & Co. Inc.), APO (Apollo Global Management Inc. (New)), AMP (Ameriprise Financial Inc.), ARES (Ares Management Corporation). Compare STEW side-by-side with any of them on Quantisnow.
  • How can I track STEW on Quantisnow?
    Quantisnow aggregates SRH Total Return Fund Inc.'s SEC filings, analyst ratings, insider transactions, FDA approvals, and press releases the moment they hit the wire (Wall Street's wire, on your screen.). Follow STEW to receive live email and push alerts on every new disclosure.