- What are the top holdings of BIF?
- SRH Total Return Fund, Inc. holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does BIF have?
- BIF holds — positions as reported by the fund's most recent disclosure.
- What sectors does BIF invest in?
- SRH Total Return Fund, Inc. (BIF) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is BIF most exposed to?
- BIF's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is BIF a US-only fund?
- The country allocation card on this page shows BIF's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does BIF invest in?
- The SRH Total Return Fund, Inc. operates as a closed-ended, balanced mutual fund, primarily managed by Boulder Investment Advisers, L.L.C., with co-management support from Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. Its investment strategy targets global public equity and fixed income markets, seeking opportunities in securities from a diverse array of industries. The fund principally allocates capital to dividend-yielding value stocks across all market capitalizations, in addition to corporate fixed income instruments. Portfolio creation involves a rigorous bottom-up security selection process, integrating both fundamental and quantitative analysis. This approach emphasizes companies demonstrating defensible business models, sound financial strength, and consistent operational track records. The fund's performance is benchmarked against the S&P 500 Composite Index. Established in the United States on December 7, 1972, the fund maintains its domicile there.
