Price$5.90+0.02 (+0.25%)
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News · 26 weeks450%
2025-12-142026-06-07
Mix1590d
- Insider12(80%)
- Other2(13%)
- SEC Filings1(7%)
Latest news
25 items- INSIDERDirector Sell Moritz A bought $6,010 worth of shares (1,000 units at $6.01), increasing direct ownership by 9% to 12,000 units (SEC Form 4)4 - Total Return Securities Fund (0000813623) (Issuer)
- INSIDERPresident and CEO Dakos Andrew bought $77,749 worth of shares (13,000 units at $5.98) (SEC Form 4)4 - Total Return Securities Fund (0000813623) (Issuer)
- INSIDERPresident and CEO Dakos Andrew bought $41,680 worth of shares (7,000 units at $5.95) (SEC Form 4)4 - Total Return Securities Fund (0000813623) (Issuer)
- SECSEC Form DEF 14A filed by Total Return Securities FundDEF 14A - Total Return Securities Fund (0000813623) (Filer)
- INSIDERDirector Sell Moritz A bought $6,077 worth of shares (1,002 units at $6.07), increasing direct ownership by 10% to 11,000 units (SEC Form 4)4 - Total Return Securities Fund (0000813623) (Issuer)
- INSIDERSEC Form 4 filed by Dakos Andrew4 - Total Return Securities Fund (0000813623) (Issuer)
- SECSEC Form 40-17G filed by Total Return Securities Fund40-17G - Total Return Securities Fund (0000813623) (Filer)
- INSIDERSEC Form 4 filed by Dakos Andrew4 - Total Return Securities Fund (0000813623) (Issuer)
- INSIDERSEC Form 4 filed by Dakos Andrew4 - Total Return Securities Fund (0000813623) (Issuer)
- INSIDERSEC Form 3 filed by new insider Harris Ben H3 - Total Return Securities Fund (0000813623) (Issuer)
- INSIDERSEC Form 4 filed by Dakos Andrew4 - Total Return Securities Fund (0000813623) (Issuer)
- PRTotal Return Securities Fund Announces Annual MeetingNEW YORK, March 27, 2026 (GLOBE NEWSWIRE) -- Total Return Securities Fund (the "Fund") (NYSE:SWZ) announced today that its 2026 Annual Meeting of Stockholders will be held at 2:00 p.m. Eastern Time on Thursday, June 11, 2026 at the office of Bulldog Investors LLP, 250 Pehle Avenue, Suite 708, Saddle Brook, NJ 07663. Stockholder proposals intended to be presented at the 2026 Annual Meeting in accordance with Rule 14a-8 of the Securities and Exchange Act of 1934 must be received by the Fund by April 17, 2026 in proper form in order to be considered for inclusion in the Fund's Proxy Statement and form of Proxy for that meeting. In addition, if an eligible stockholder desires to bring propos
- INSIDERSEC Form 4 filed by Dakos Andrew4 - Total Return Securities Fund (0000813623) (Issuer)
- INSIDERSEC Form 4 filed by Goldstein Phillip4 - Total Return Securities Fund (0000813623) (Issuer)
- INSIDERPresident and CEO Dakos Andrew bought $30,144 worth of shares (5,024 units at $6.00) (SEC Form 4)4 - Total Return Securities Fund (0000813623) (Issuer)
- SECSEC Form N-CSR filed by Total Return Securities FundN-CSR - Total Return Securities Fund (0000813623) (Filer)
- INSIDERPresident and CEO Dakos Andrew bought $146,745 worth of shares (24,500 units at $5.99) (SEC Form 4)4 - Total Return Securities Fund (0000813623) (Issuer)
- INSIDERSecretary Goldstein Phillip bought $59,900 worth of shares (10,000 units at $5.99), increasing direct ownership by 11% to 103,234 units (SEC Form 4)4 - Total Return Securities Fund (0000813623) (Issuer)
- SECSEC Form N-CEN filed by Total Return Securities FundN-CEN - Total Return Securities Fund (0000813623) (Filer)
- INSIDERSecretary Goldstein Phillip bought $30,050 worth of shares (5,000 units at $6.01), increasing direct ownership by 6% to 93,234 units (SEC Form 4)4 - Total Return Securities Fund (0000813623) (Issuer)
- INSIDERPresident and CEO Dakos Andrew bought $89,762 worth of shares (14,918 units at $6.02) (SEC Form 4)4 - Total Return Securities Fund (0000813623) (Issuer)
- INSIDERPresident and CEO Dakos Andrew bought $43,250 worth of shares (7,000 units at $6.18) (SEC Form 4)4 - Total Return Securities Fund (0000813623) (Issuer)
- INSIDERDirector Goldstein Phillip bought $30,650 worth of shares (5,000 units at $6.13), increasing direct ownership by 6% to 87,910 units (SEC Form 4)4 - Total Return Securities Fund (0000813623) (Issuer)
- INSIDERPresident and CEO Dakos Andrew bought $34,859 worth of shares (5,674 units at $6.14) (SEC Form 4)4 - Total Return Securities Fund (0000813623) (Issuer)
- INSIDERPresident and CEO Dakos Andrew bought $49,075 worth of shares (8,000 units at $6.13) (SEC Form 4)4 - Total Return Securities Fund (0000813623) (Issuer)
SWZ FAQ
5 questionsWhat does Total Return Securities Fund do?
The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry...Where does SWZ stock trade?
Total Return Securities Fund (SWZ) is listed on NYSE.What sector and industry is SWZ in?
Total Return Securities Fund operates in the Finance sector, Finance Companies industry.What companies are similar to SWZ?
Notable peers in the same industry include SC (Santander Consumer USA Holdings Inc.), CSQ (Calamos Strategic Total Return), EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Fund), UTF (Cohen & Steers Infrastructure Fund Inc), NZF (Nuveen Municipal Credit Income Fund). Compare SWZ side-by-side with any of them on Quantisnow.How can I track SWZ on Quantisnow?
Quantisnow aggregates Total Return Securities Fund'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 SWZ to receive live email and push alerts on every new disclosure.