Compare · QQQX vs SWZ
QQQX vs SWZ
Side-by-side comparison of Nuveen NASDAQ 100 Dynamic Overwrite Fund Shares of Beneficial (QQQX) and Total Return Securities Fund (SWZ): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both QQQX and SWZ operate in Finance Companies (Finance), so they compete in similar markets.
- QQQX carries a market cap of $1.41B.
- SWZ has hit the wire 1 time in the past 4 weeks while QQQX has been quiet.
Nuveen NASDAQ 100 Dynamic Overwrite Fund Shares of Beneficial
Nuveen Nasdaq 100 Dynamic Overwrite Fund is a closed-ended equity indexed mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in the stocks of large-cap companies. The fund also invests through index call options. It seeks to replicate the performance of its portfolio against the NASDAQ 100 Index. The fund was previously known as NASDAQ Premium Income & Growth Fund Inc. Nuveen Nasdaq 100 Dynamic Overwrite Fund was formed on January 30, 2007 and is domiciled in the United States.
Total Return Securities Fund
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 and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.
Latest QQQX
- SEC Form 424B3 filed by Nuveen NASDAQ 100 Dynamic Overwrite Fund Shares of Beneficial
- SEC Form N-CSRS filed by Nuveen NASDAQ 100 Dynamic Overwrite Fund Shares of Beneficial
- SEC Form 3 filed by new insider Doshi Parth
- SEC Form N-PX filed by Nuveen NASDAQ 100 Dynamic Overwrite Fund Shares of Beneficial
- SEC Form N-CEN filed by Nuveen NASDAQ 100 Dynamic Overwrite Fund Shares of Beneficial
- SEC Form N-CSR filed by Nuveen NASDAQ 100 Dynamic Overwrite Fund Shares of Beneficial
- SEC Form DEF 14A filed by Nuveen NASDAQ 100 Dynamic Overwrite Fund Shares of Beneficial
- SEC Form 3 filed by new insider Castro Joseph
- SEC Form 3 filed by new insider Page Robert Tanner
- SEC Form N-CSRS filed by Nuveen NASDAQ 100 Dynamic Overwrite Fund Shares of Beneficial
Latest SWZ
- Secretary Goldstein Phillip bought $28,637 worth of shares (5,000 units at $5.73) (SEC Form 4)
- Director Sell Moritz A bought $11,530 worth of shares (2,000 units at $5.76), increasing direct ownership by 7% to 30,246 units (SEC Form 4)
- President and CEO Dakos Andrew bought $115,814 worth of shares (20,000 units at $5.79), increasing direct ownership by 50% to 60,000 units (SEC Form 4)
- SEC Form N-CSRS filed by Total Return Securities Fund
- Director Sell Moritz A bought $17,940 worth of shares (3,000 units at $5.98), increasing direct ownership by 12% to 28,246 units (SEC Form 4)
- Secretary Das Rajeev P bought $18,181 worth of shares (3,066 units at $5.93), increasing direct ownership by 918% to 3,400 units (SEC Form 4)
- SEC Form N-PX filed by Total Return Securities Fund
- Director Sell Moritz A bought $5,910 worth of shares (1,000 units at $5.91), increasing direct ownership by 4% to 25,246 units (SEC Form 4)
- SEC Form SCHEDULE 13G filed by Total Return Securities Fund
- Director Sell Moritz A bought $14,770 worth of shares (2,517 units at $5.87), increasing direct ownership by 12% to 24,246 units (SEC Form 4)