STEW ETF
SRH Total Return Fund
STEW ETF Overview
STEW ETF (SRH Total Return Fund) is managed by Paralel Advisors LLC with $2.26B in net assets. STEW expense ratio is 2.28%, holding 24 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2002-01-31.
STEW performance shows a YTD return of -0.20%. The 1-year return is 1.29% and the 5-year return is 11.16%. STEW dividend yield stands at 3.39%, paid quarterly.
STEW top holdings include Berkshire Hathaway Inc - Common Cl A (31.0%), Jpmorgan Chase (14.6%), Cash and Cash Equivalents (6.6%), Enterprise Products Partners Lp (5.6%), Berkshire Hathaway Inc Brk/B Us Equity (5.0%). Go to all STEW holdings, STEW sectors, or STEW dividends.
STEW can be compared against other funds. Use STEW overlap to find shared positions, or STEW vs another fund for a side-by-side view. STEW alternatives are available via the screener, along with tax-loss harvesting opportunities.