SWZ (Swiss Helvetia Fund) Gross Loan: $0.00 Mil (As of Jun. 2026)

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SWZ Swiss Helvetia Fund Inc SWZ
44 GF Score
Price $5.91
GF Value $3.43
Valuation Significantly Overvalued
! 1 Warning Sign
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What is Swiss Helvetia Fund Gross Loan?

Swiss Helvetia Fund SWZ -0.51% 44 Gross Loan is $0.00 Mil as of Jun. 2026. GuruFocus rates SWZ with a GF Score™ of 44/100 and a GF Value™ of $3.43 (Significantly Overvalued). The stock has 1 warning sign investors should review.

Swiss Helvetia Fund's Gross Loan for the quarter that ended in Jun. 2026 was $0.00 Mil.

Swiss Helvetia Fund Gross Loan Related Terms

Swiss Helvetia Fund Gross Loan Historical Data

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The historical data trend for Swiss Helvetia Fund's Gross Loan can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Swiss Helvetia Fund Gross Loan Chart

Swiss Helvetia Fund Annual Data
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Swiss Helvetia Fund Semi-Annual Data
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SWZ
44GF Score
Swiss Helvetia Fund Inc SWZ
Gross Loan is just one metric. See GF Score™, valuation, warning signs, and more.
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Swiss Helvetia Fund Gross Loan Calculation

Gross Loan represents the sum of all loans (commercial, consumer, mortgage, etc.) as well as leases before any provisions for loan losses or unearned discounts.

Frequently Asked Questions Learn more about Gross Loan →
What does a Gross Loan of $0.00 Mil mean?
Swiss Helvetia Fund (SWZ) has a Gross Loan of $0.00 Mil as of Jun. 2026. Gross Loan is the sum of all loans as well as leases before any provisions for loan losses or unearned discounts. View historical data on Swiss Helvetia Fund and its competitors.
Is Swiss Helvetia Fund's Gross Loan too high?
Swiss Helvetia Fund's current Gross Loan is $0.00 Mil. Overall, Swiss Helvetia Fund has a GF Score™ of 44/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Swiss Helvetia Fund's Gross Loan compare to SAMG and PNI?
Swiss Helvetia Fund's Gross Loan of $0.00 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Gross Loan for an Asset Management company?
A good Gross Loan depends on the Asset Management industry context. However, Gross Loan should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Gross Loan mean?
A high Gross Loan can signal that a stock is expensive relative to its fundamentals. Gross Loan is the sum of all loans as well as leases before any provisions for loan losses or unearned discounts. View historical data on Swiss Helvetia Fund and its competitors. Swiss Helvetia Fund's current Gross Loan is $0.00 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swiss Helvetia Fund stock overvalued right now?
Based on GuruFocus' analysis, Swiss Helvetia Fund (SWZ) is currently considered Significantly Overvalued. The stock's GF Value™ is $3.43, compared to a current price of $5.91 — trading 72.3% above its estimated fair value. The current Gross Loan is $0.00 Mil. Swiss Helvetia Fund's overall GF Score™ is 44/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Gross Loan calculated?
Gross Loan is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current Gross Loan is $0.00 Mil as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Swiss Helvetia Fund (SWZ) Overvalued in 2026?

Based on GuruFocus' analysis, Swiss Helvetia Fund stock appears to be overvalued. The current stock price of $5.91 is trading 72.3% above its estimated GF Value™ of $3.43. GuruFocus considers Swiss Helvetia Fund to be Significantly Overvalued.

Key valuation signals for SWZ:

  • Gross Loan: $0.00 Mil
  • GF Value™: $3.43 vs. price of $5.91 (72.3% above fair value)
  • GF Score™: 44/100 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.
44GF Score

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Gross Loan is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$5.91
Price
$3.43
GF Value