SRH Total Return Fund, Inc.

SRH Total Return Fund, Inc.

STEW

$17.87

Updated: 23/09/2026, 19:33:14

Market Cap
$1.72B
Sector
Financial Services
Industry
Asset Management
Country
US
Stock valuation chart
One-year closing share-price history for STEW
Company Profile

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.

USD
NYSE
CEO: Joel W. Looney
https://srhtotalreturnfund.com
Asset Summaries
Latest generated summaries for STEW

No summaries found.

Detailed business
Structured knowledge from the latest official annual filing.
No official annual filing has completed ingestion for this company yet. The filing worker processes major-index companies incrementally and never repeats a completed fiscal year.
Full company information
Latest profile, trading, valuation, and identifier data stored for STEW.
Share price
$17.87
Market cap
$1.72B
Exchange
NYSE
Currency
USD
CEO
Joel W. Looney
Employees
N/A
IPO date
17/03/1980
Beta
0.8090000000000001
Last dividend
$0.00
Day range
$17.83 – $17.91
52-week range
$16.55 – $19.05
1-day performance
-0.31%
1-year performance
7.95%
Current drawdown (1Y)
-6.22%
CIK
0000102426
CUSIP
101507101
ISIN
US1015071012
Created
07/12/2025, 14:24:34
Last update
23/09/2026, 19:33:14

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