Stock Events

SRH Total Return Fund 

$15.98
17
-$0.08-0.5%Past Week

Statistics

Day High
16.03
Day Low
15.96
52W High
16.08
52W Low
12.07
Volume
84,958
Avg. Volume
78,601
Mkt Cap
1.53B
P/E Ratio
3.94
Dividend Yield
3.44%
Dividend
0.55

Upcoming

Dividends

3.44%Dividend Yield
10Y Growth
5.46%
5Y Growth
6.16%
3Y Growth
10.47%
1Y Growth
10%

People Also Follow

This list is based on the watchlists of people on Stock Events who follow STEW. It's not an investment recommendation.

Competitors

This list is an analysis based on recent market events. It's not an investment recommendation.
Vanguard Dividend Appreciation FTF
VIG
Mkt Cap0
Vanguard Dividend Appreciation ETF focuses on stocks of companies with a record of growing their dividends each year, similar to STEW's emphasis on total return through growth.
iShares Select Dividend
DVY
Mkt Cap0
iShares Select Dividend ETF is a competitor because it targets high dividend yielding stocks, offering an alternative approach to income generation akin to STEW's strategy.
SPDR Dividend
SDY
Mkt Cap0
SPDR S&P Dividend ETF seeks to replicate the performance of high dividend yield companies, competing directly with STEW's objective of providing total return.
Schwab US Dividend Equity
SCHD
Mkt Cap0
Schwab U.S. Dividend Equity ETF is focused on high dividend yielding stocks, making it a direct competitor to STEW in the dividend-focused investment space.
iShares Core Dividend Growth
DGRO
Mkt Cap0
iShares Core Dividend Growth ETF aims at companies with potential for dividend growth, aligning closely with STEW's strategy of seeking total return through growth.
ProShares S&P 500 Dividend Aristocrats
NOBL
Mkt Cap0
ProShares S&P 500 Dividend Aristocrats ETF targets companies with a history of increasing dividends, similar to STEW's focus on growth and income.
Vanguard High Dividend Yield Indx
VYM
Mkt Cap0
Vanguard High Dividend Yield ETF is focused on companies that pay high dividends, offering an alternative for investors seeking income similar to STEW's approach.
iShares Core High Dividend
HDV
Mkt Cap0
iShares Core High Dividend ETF offers exposure to high dividend paying U.S. equities, competing with STEW's income and total return strategy.
WisdomTree U.S. Quality Dividend Growth Fund
DGRW
Mkt Cap0
WisdomTree U.S. Quality Dividend Growth ETF is focused on dividend growth, which aligns with STEW's strategy of seeking companies with growth potential.
SPDR Portfolio S&P 500 High Dividend
SPYD
Mkt Cap0
SPDR Portfolio S&P 500 High Dividend ETF is a competitor because it focuses on the high dividend yield segment of the S&P 500, similar to STEW's income generation strategy.

About

SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Boulder Investment Advisers, L.L.C. It is co-managed by Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operating across diversified industries. The fund primarily invests in dividend paying value stocks of companies across all capitalizations, as well as in fixed income securities issued by companies. It employs both fundamental and quantitative analysis with a bottom-up security picking approach, focusing on such factors as defensible businesses with solid financial positions and strong operating track records to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Composite Index. SRH Total Return Fund, Inc. was formed on December 7, 1972 and is domiciled in the United States.
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CEO
Country
US

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