CSWC
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Capital Southwest Corporation

๐Ÿ‡บ๐Ÿ‡ธ NYSE/NASDAQ

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๐Ÿ‘‘ Overview

๐Ÿ“ˆ Performance

๐Ÿ’ต Cost

๐Ÿƒ Esg

๐Ÿค“ Advanced

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Community

๐Ÿ“ˆ

+ 3.77%
Annual Growth

5 years average annual growth

๐ŸŒ

1
Pearlers Invested

Since January 2020

๐Ÿ‘‘ Overview

Key information
๐Ÿ”Ž Fund Overview

Capital Southwest Corporation is an internally managed business development company. The Company is a middle market lending firm focused on supporting the acquisition and growth of middle market businesses investments across the capital structure, including first lien, second lien and non-control equity co-investments. The Company specializes in providing customized financing to middle market companies in a range of industry segments located primarily in the United States. Its investment objective is to produce attractive risk-adjusted returns by generating current income from the Company's debt investments and realizing capital appreciation from its equity and equity-related investments. The Company invests primarily in debt securities, including senior debt and second lien, and also invest in preferred stock and common stock alongside its debt investments or through warrants. It offers managerial assistance to its portfolio companies.

๐Ÿ“ˆ Performance

Price History*

+113.33%

1M

1Y

10Y

Graph

Table

* US price history does not take into account stock splits

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๐Ÿ’ต Costs

๐Ÿ’ต

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

๐Ÿ’ผ

N/A
Management Fee

Included in unit price, not charged by Pearler

๐Ÿ’ธ

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๐Ÿค“ Advanced information

Technical Info

๐Ÿ’ฐ Price*

$23.98

*Price may be up to 24 hours old

๐Ÿ‘ฉโ€๐Ÿ‘ฉโ€๐Ÿ‘ฆ Community Insights

How our community is investing

๐ŸŒ Pearlers invested in CSWC

1

๐Ÿ“Š Total Capital Earnings

N/A

๐Ÿ”ƒ Average investment frequency

7 days

๐Ÿ’ต Average investment amount

$1,258

โฐ Last time a customer invested in CSWC

24 days
CSWC investor breakdown
๐Ÿ’ต Income of investors

More than 200k

150k - 200k

100k - 150k

100%

50k - 100k

Less than 50k

๐Ÿ‘ถ Age of investors

18 - 25

26 - 34

35 - 90

100%
๐Ÿ™‹ Legal gender of investors

Female

100%

Male

Pearlers who invest in CSWC also invest in...

Global X S&P 500 Covered Call ETF

XYLD

๐Ÿ™Œ Performance (5Yr p.a)

-3.52%

๐Ÿ“Š Share price

$41.02 USD
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๐Ÿ™Œ Performance (5Yr p.a)

8.21%

๐Ÿ“Š Share price

$19.23 USD

๐Ÿ“ˆ HIGH PRICE GROWTH

๐Ÿ™Œ Performance (5Yr p.a)

1.32%

๐Ÿ“Š Share price

$46.48 USD

๐Ÿ™Œ Performance (5Yr p.a)

0.96%

๐Ÿ“Š Share price

$14.84 USD

๐Ÿ™Œ Performance (5Yr p.a)

-8.14%

๐Ÿ“Š Share price

$19.64 USD

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๐Ÿ™Œ Performance (5Yr p.a)

80.91%

๐Ÿ“Š Share price

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๐Ÿ™Œ Performance (5Yr p.a)

8.68%

๐Ÿ“Š Share price

$36.78 USD

๐Ÿ“ˆ HIGH PRICE GROWTH

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