SWZ ETF (Total Return Securities Fund) is managed by Total Return Securities Fund with $95.6M in net assets. SWZ expense ratio is 1.62%, holding 27 positions across sectors including Unknown, Real Estate, Financials. Inception date: 1987-08-27.

SWZ performance shows a YTD return of -5.78%. The 1-year return is 4.07% and the 5-year return is 4.03%.

SWZ top holdings include Berkshire Hathaway, Inc. Clb (7.8%), Village Super Market Inc (7.8%), Central Securities Corp (7.2%), Alexanders Reit Inc (7.2%), Fidelity Government Portfolio (5.7%). View all SWZ holdings, sector breakdown, or dividend history.

SWZ can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWZ alternatives are available via the screener, along with tax-loss harvesting opportunities.