SWTZ.AX
Switzer Dividend Growth Fund
1W: +0.9%
1M: -3.4%
3M: -4.2%
YTD: -7.2%
1Y: -2.9%
3Y: +10.5%
5Y: +12.7%
A$2.33 ($1.62)
+0.02 (+0.87%)
Weekly Expected Move ±1.4%
A$2
A$2
A$2
A$2
A$2
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM—
Holdings40
Top 10 Wt63.8%
Volume874
Avg Volume15,646
Beta0.74
Portfolio Fundamentals
P/E2833.5
P/B647.7
Div Yield4.06%
ROE23.1%
% Profitable—%
Inception2017-02-22
Sector Allocation
Other
41.2%
Basic Materials
14.9%
Real Estate
12.1%
Financial Services
8.3%
Industrials
7.3%
Consumer Defensive
3.7%
+4 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | CASH | — | 15.18% | $8.3M | — |
| 2 | BHP GROUP LTD | — | 12.18% | $6.7M | — |
| 3 | COMMONWEALTH BANK OF AUSTRAL | — | 7.30% | $4.0M | — |
| 4 | WESTPAC BANKING CORP | — | 6.45% | $3.5M | — |
| 5 | BLUESCOPE STEEL LTD | BSL.AX | 4.13% | $2.3M | — |
| 6 | CHARTER HALL GROUP | CHC.AX | 4.07% | $2.2M | — |
| 7 | TRANSURBAN GROUP | TCL.AX | 3.70% | $2.0M | — |
| 8 | WOOLWORTHS GROUP LTD | WOW.AX | 3.66% | $2.0M | — |
| 9 | ARISTOCRAT LEISURE LTD | ALL.AX | 3.59% | $2.0M | — |
| 10 | GOODMAN GROUP | GMG.AX | 3.56% | $2.0M | — |