- What are the top holdings of STEW?
- A machine-readable holdings disclosure for SRH Total Return Fund, Inc. (STEW) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does STEW invest in?
- SRH Total Return Fund, Inc. (STEW) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is STEW most exposed to?
- STEW's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is STEW a US-only fund?
- The country allocation card on this page shows STEW'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 STEW invest in?
- The SRH Total Return Fund, Inc. operates as a closed-end balanced mutual fund, overseen by Boulder Investment Advisers, L.L.C., with Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. acting as co-managers. This fund seeks investment opportunities across global public equity and fixed income markets, targeting businesses within a broad spectrum of industries. Its primary holdings include dividend-paying value stocks from companies across all market capitalizations, alongside corporate fixed-income instruments. The investment strategy employs a bottom-up security selection process, utilizing both fundamental and quantitative analysis to identify resilient enterprises with robust financial health and consistent operational performance. Established in the United States on December 7, 1972, the fund measures its portfolio's performance against the S&P 500 Composite Index.
