SWZ (Swiss Helvetia Fund) Deferred Policy Acquisition Costs

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

SWZ Swiss Helvetia Fund Inc SWZ
47 GF Score
Price $5.92
GF Value $18.34
Valuation Significantly Undervalued
! 1 Warning Sign
View Full Analysis

What is Swiss Helvetia Fund Deferred Policy Acquisition Costs?

Deferred Policy Acquisition Costs only applies to banks and insurance companies.

SWZ
47GF Score
Swiss Helvetia Fund Inc SWZ
Deferred Policy Acquisition Costs is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Is Swiss Helvetia Fund (SWZ) Overvalued in 2026?

Based on GuruFocus' analysis, Swiss Helvetia Fund stock appears to be undervalued. The current stock price of $5.92 is trading 67.7% below its estimated GF Value™ of $18.34. GuruFocus considers Swiss Helvetia Fund to be Significantly Undervalued.

Key valuation signals for SWZ:

  • Deferred Policy Acquisition Costs:
  • GF Value™: $18.34 vs. price of $5.92 (67.7% below fair value)
  • GF Score™: 47/100 with 1 warning sign

No single metric tells the full story. See the SWZ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Swiss Helvetia Fund Business Description

Address c/o Ultimus Fund Solutions, LLC, 225 Pictoria Avenue, Suite 450, Cincinnati, OH, USA, 45246
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. It actively manages investment solutions spanning public and private markets, wealth management, and Solutions.
47GF Score

Get the complete analysis for SWZ

Deferred Policy Acquisition Costs is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$5.92
Price
$18.34
GF Value