Welcome to our dedicated page for Total Return Securities Fund SEC filings (Ticker: SWZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Wondering whether Swiss Helvetia Fund’s market discount is widening after the latest portfolio shift? Most investors start by scanning dense SEC documents, but finding distribution details or insider trades can take hours. Stock Titan’s AI trims that search to seconds, surfacing what matters in every filing.
Head straight to the information you need:
- Form 4 insider activity – get Swiss Helvetia Fund insider trading Form 4 transactions and real-time alerts when directors buy or sell. Our dashboard also tags Swiss Helvetia Fund executive stock transactions Form 4 so you can spot sentiment shifts before the next dividend announcement.
- Quarterly portfolio updates – the platform links each holding change in the Swiss Helvetia Fund quarterly earnings report 10-Q filing to NAV impact, then explains it in plain English.
- Annual deep dives – the full Swiss Helvetia Fund annual report 10-K simplified with AI-generated summaries of distribution sources, leverage levels, and Swiss sector exposure.
Every document—8-K, N-PORT, proxy statements, or material event notices—feeds into our engine. Ask natural questions like “understanding Swiss Helvetia Fund SEC documents with AI” or “Swiss Helvetia Fund 8-K material events explained” and get instant answers that cut through legal language. Need governance data? The latest Swiss Helvetia Fund proxy statement executive compensation is broken down so you can compare fees and incentive alignment.
Real-time feeds from EDGAR, AI-powered summaries, and expert context combine to give you the edge: monitor price-to-NAV gaps, dissect distribution quality, and act on Swiss Helvetia Fund Form 4 insider transactions real-time—all without wading through hundreds of pages. Complex filings, clarified.
Morgan Stanley Finance LLC, guaranteed by Morgan Stanley, is marketing five-year, auto-callable “Worst-of” Jump Securities linked to the Dow Jones Industrial Average (INDU), Nasdaq-100 (NDX) and Russell 2000 (RTY).
- Issue price: $1,000 per security; estimated value: $956.70 (≈4.3% below issue price).
- Auto-call feature: If on the first determination date (5 Aug 2026) each index closes at or above its initial level, the note is redeemed early for $1,197.50-$1,227.50 (≈+20-23%) and terminates.
- Participation: 150% of any positive performance of the worst-performing index, payable at maturity if not auto-called.
- Protection: Principal is returned in full provided the worst index does not fall below its 70% downside threshold (-30%) on the final observation date. Below that level, repayment is reduced 1-for-1 with the index decline (e.g., -40% worst index ⇒ $600).
- Maturity & key dates: Pricing 31 Jul 2025; final determination 31 Jul 2030; maturity 5 Aug 2030; CUSIP 61778NCG4.
The securities do not pay periodic interest, are unsecured and unsubordinated MSFL obligations, and will not be listed. Investors face credit risk, market risk, liquidity constraints, and potential tax complexity. The worst-of structure amplifies downside exposure and caps upside via auto-call.