STEW - STEW: Closed-End Fund That Outperforms The S&P 500
2025-07-09 01:42:07 ET
Overview
SRH Total Return Fund ( STEW ) operates as a closed-end fund that aims to provide attractive total returns through a blended portfolio of equities and fixed income investments. STEW has an inception dating back to 1972, meaning we have over five decades worth of operating history to reference. The fund has a management fee of 1%, but other expenses, such as interest, take the total expense ratio up to 1.49%. However, I would argue that this higher expense ratio may be worth it when considering the fund's history of consistent performance. STEW stands out from a sea of other closed end funds because of its ability to provide both income and capital appreciation over time....
STEW: Closed-End Fund That Outperforms The S&P 500