Capitalization
Capitalization is the total value of all debt, common stock, preferred stock, contributed surplus and retained earnings of a particular company.
Many bank-run funds share common faults: they are run by committees and anonymous bank employees who produce mediocre results, yet they charge high fees. Here, however, are two big funds run by individual managers that hold the kind of conservative, well-balanced portfolios of high quality stocks we like. Each has its quirks, but overall they are well positioned for low-risk …read more »
SWISS HELVETIA FUND $15.79 (New York symbol SWZ; CWA Rating: Conservative) invests mainly in large-capitalization Swiss stocks. The manager of the fund is Hottinger Group, which, as Banque Hottinger, dates back to 1786.
Swiss Helvetia Fund will gain along with a pick-up in the U.S., one of Switzerland’s largest markets. Continued growth in the U.S. will help the exportoriented Swiss economy, …read more »
