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Total Return Securities Fund — Investor Relations & Filings

Ticker · SWZ ISIN · US8708751016 LEI · 549300HQZ0XPGTS5Q724 US Financial and insurance activities
Filings indexed 772 across all filing types
Latest filing 2026-05-08 Proxy Solicitation & In…
Country US United States of America
Listing US SWZ

About Total Return Securities Fund

https://totalreturnsecuritiesfund.com/

Total Return Securities Fund, formerly The Swiss Helvetia Fund, is a non-diversified, closed-end management investment company. The fund's investment objective is to seek long-term total return for its shareholders. It aims to achieve this by combining capital appreciation with current income through investments in equity and equity-linked securities.

Recent filings

Filing Released Lang Actions
DEF 14A - Total Return Securities Fund (0000813623) (Filer)
Proxy Solicitation & Information Statement
2026-05-08 English
Major Shareholding Notification 2026
Major Shareholding Notification
2026-04-17 English
40-17G
Regulatory Filings
2026-04-15 English
Major Shareholding Notification 2026
Major Shareholding Notification
2026-04-14 English
ANNUAL SHAREHOLDER REPORT
Regulatory Filings
2026-03-10 English
Major Shareholding Notification 2026
Major Shareholding Notification
2026-03-06 English

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