STEW
SRH Total Return Fund Inc
🇺🇸 NYSE/NASDAQ
👑 Overview
📈 Performance
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
+ 6.85%
Annual Growth
5 years average annual growth
🌏
0
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
SRH Total Return Fund, Inc. (the Fund) is a non-diversified closed-end fund with a total return investment objective. The Fund seeks to keep portfolio turnover low, which the sub-adviser believes helps to minimize associated trading costs. The Fund maintains a high level of investment flexibility and has the ability to invest in equity and fixed income securities of domestic and international companies without limitation to a company's market capitalization. The Fund's portfolio includes Berkshire Hathaway, Inc., JPMorgan Chase & Co., State Street Institutional U.S. Government Money Market Fund, Berkshire Hathaway, Inc., Yum! Brands, Inc., Enterprise Products Partners LP, Microsoft Corp., Cisco Systems, Inc., NRG Energy, Inc. and Stanley Black & Decker, Inc. The Fund is managed by its investment adviser, Paralel Advisors LLC.
📈 Performance
Price History*
+81.16%
1M
1Y
10Y
Graph
Table
* US price history does not take into account stock splits
How could long term investing grow your wealth?*
Based on an initial investment of
$
and recurring investments every
for
$
Your wealth could grow to...
$73,418.65
after 5 years
$174,595.23
after 10 years
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
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Try it out →💵 Costs
💼
N/A
Management Fee
Included in unit price, not charged by Pearler
💸
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Calculate the historic long term costs to hold your investments
💸 Net fee calculator🤓 Advanced information
Technical Info
💰 Price*
$15.96
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in STEW
0
📊 Total Capital Earnings
N/A
🔃 Average investment frequency
N/A
💵 Average investment amount
N/A
⏰ Last time a customer invested in STEW
N/A
STEW investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
50k - 100k
Less than 50k
👶 Age of investors
18 - 25
26 - 34
35 - 90
🙋 Legal gender of investors
Female
Male
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