SWZ (Swiss Helvetia Fund) Money Market Investments: $ Mil (As of Jun. 2026)

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SWZ Swiss Helvetia Fund Inc SWZ
47 GF Score
Price $5.94
GF Value $18.34
Valuation Significantly Undervalued
! 1 Warning Sign
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What is Swiss Helvetia Fund Money Market Investments?

Swiss Helvetia Fund SWZ +0.68% 47 Money Market Investments is $ Mil as of Jun. 2026. GuruFocus rates SWZ with a GF Score™ of 47/100 and a GF Value™ of $18.34 (Significantly Undervalued). The stock has 1 warning sign investors should review.

Swiss Helvetia Fund's money market investment for the quarter that ended in Jun. 2026 was $ Mil. It means Swiss Helvetia Fund paid $0.00 Mil to invest on the money market.

Compared with last quarter ($ Mil in Dec. 2025 ), Swiss Helvetia Fund paid the same money to invest on the money market in Jun. 2026 ($ Mil).

Swiss Helvetia Fund Money Market Investments Historical Data

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The historical data trend for Swiss Helvetia Fund's Money Market Investments 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 Money Market Investments Chart

Swiss Helvetia Fund Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Money Market Investments
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Swiss Helvetia Fund Semi-Annual Data
Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25 Jun26
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SWZ
47GF Score
Swiss Helvetia Fund Inc SWZ
Money Market Investments is just one metric. See GF Score™, valuation, warning signs, and more.
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Swiss Helvetia Fund Money Market Investments Calculation

Money Market Investments carried on banks' balance sheet.

What does a Money Market Investments of $ Mil mean?
Swiss Helvetia Fund (SWZ) has a Money Market Investments of $ Mil as of Jun. 2026. Money market investments represent pools of short-term investments from banks. View historical data on Swiss Helvetia Fund and its competitors.
Is Swiss Helvetia Fund's Money Market Investments too high?
Swiss Helvetia Fund's current Money Market Investments is $ Mil. Overall, Swiss Helvetia Fund has a GF Score™ of 47/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Swiss Helvetia Fund's Money Market Investments compare to SAMG and PNI?
Swiss Helvetia Fund's Money Market Investments of $ 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 Money Market Investments for an Asset Management company?
A good Money Market Investments depends on the Asset Management industry context. However, Money Market Investments 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 Money Market Investments mean?
A high Money Market Investments can signal that a stock is expensive relative to its fundamentals. Money market investments represent pools of short-term investments from banks. View historical data on Swiss Helvetia Fund and its competitors. Swiss Helvetia Fund's current Money Market Investments is $ 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 Undervalued. The stock's GF Value™ is $18.34, compared to a current price of $5.94 — trading 67.6% below its estimated fair value. The current Money Market Investments is $ Mil. Swiss Helvetia Fund's overall GF Score™ is 47/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Money Market Investments calculated?
Money Market Investments is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current Money Market Investments is $ 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 undervalued. The current stock price of $5.94 is trading 67.6% below its estimated GF Value™ of $18.34. GuruFocus considers Swiss Helvetia Fund to be Significantly Undervalued.

Key valuation signals for SWZ:

  • Money Market Investments: $ Mil
  • GF Value™: $18.34 vs. price of $5.94 (67.6% 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

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

$5.94
Price
$18.34
GF Value