SWZ (Swiss Helvetia Fund) Tariff Resilience Score: 9/10 (As of Jun. 27, 2026)


SWZ Swiss Helvetia Fund Inc SWZ
37 GF Score
Price $5.90
! 2 Warning Signs
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What is Swiss Helvetia Fund Tariff Resilience Score?

Swiss Helvetia Fund SWZ -0.67% 37 Tariff Resilience Score is 9 as of Jun. 27, 2026. GuruFocus rates SWZ with a GF Score™ of 37/100. The stock has 2 warning signs investors should review. Among 1,694 Asset Management companies, Swiss Helvetia Fund ranks better than 99.53% on this metric.

Swiss Helvetia Fund has the Tariff Resilience Score of 9, which implies that the company might have Highly Resilient.

Swiss Helvetia Fund has High resilience due to its nature as a closed-end fund investing in Swiss equities. Indirect exposure to tariffs through portfolio companies, but diversified holdings mitigate risk.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Swiss Helvetia Fund might have Highly Resilient.

Swiss Helvetia Fund  (NYSE:SWZ) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Swiss Helvetia Fund Tariff Resilience Score Related Terms

SWZ vs PNI, GLV, NMS: Tariff Resilience Score Comparison

For the Asset Management subindustry, Swiss Helvetia Fund's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Swiss Helvetia Fund Tariff Resilience Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Swiss Helvetia Fund's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Swiss Helvetia Fund's Tariff Resilience Score falls into.


SWZ
37GF Score
Swiss Helvetia Fund Inc SWZ
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 9 mean?
Swiss Helvetia Fund (SWZ) has a Tariff Resilience Score of 9 as of Jun. 27, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Swiss Helvetia Fund ranks #8 out of 1694 companies in the Asset Management industry, placing it in the top 0.5%.
Is Swiss Helvetia Fund's Tariff Resilience Score too high?
Swiss Helvetia Fund's current Tariff Resilience Score is 9. Based on the distribution chart, Swiss Helvetia Fund ranks #8 out of 1694 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Swiss Helvetia Fund has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Swiss Helvetia Fund's Tariff Resilience Score compare to PNI and GLV?
According to the Asset Management industry distribution chart, Swiss Helvetia Fund ranks #8 out of 1694 companies for Tariff Resilience Score. This places Swiss Helvetia Fund in the top 1% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for an Asset Management company?
A good Tariff Resilience Score depends on the Asset Management industry context. However, Tariff Resilience Score 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 Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Swiss Helvetia Fund's current Tariff Resilience Score is 9. 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?
Swiss Helvetia Fund (SWZ) has a current Tariff Resilience Score of 9. The current Tariff Resilience Score is 9. Swiss Helvetia Fund's overall GF Score™ is 37/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current Tariff Resilience Score is 9 as of Jun. 27, 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.

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.
37GF Score

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

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