Special Opportunities Fund Inc (SPE)
12.25
+0.01
(+0.08%)
USD |
NYSE |
Apr 19, 16:00
12.25
0.00 (0.00%)
After-Hours: 16:56
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
1.95% | -16.31% | 161.02M | 27511.00 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
6.57% | 4.40% | -- | Upgrade |
Basic Info
Investment Strategy | |
The Fund investment objective is total return. To achieve the objective, the Fund invests primarily in securities the Adviser believes have opportunities for appreciation.The Fund intends its investment portfolio, under normal market conditions, to consist principally of investments in other closed-end investment companies and the securities of large, mid and small-capitalization companies, including potentially direct and indirect investments in the securities of foreign companies. |
General | |
Security Type | Closed-End Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | Medium Quality/Moderate Sensitivity |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Tactical Allocation |
Category Index | Morningstar Mod Agg Tgt Risk TR USD |
Global Category Name | Moderate Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | Municipal Bond - National |
Fund Owner Firm Name | Bulldog Investors, LLC |
Prospectus Benchmark Index | |
S&P 500 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Andrew Dakos | 14.65 yrs |
Phillip Goldstein | 14.65 yrs |
Rajeev Das | 14.65 yrs |
Performance Versus Category
As of April 18, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 18, 2024.
Basic Info
Investment Strategy | |
The Fund investment objective is total return. To achieve the objective, the Fund invests primarily in securities the Adviser believes have opportunities for appreciation.The Fund intends its investment portfolio, under normal market conditions, to consist principally of investments in other closed-end investment companies and the securities of large, mid and small-capitalization companies, including potentially direct and indirect investments in the securities of foreign companies. |
General | |
Security Type | Closed-End Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | Medium Quality/Moderate Sensitivity |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Tactical Allocation |
Category Index | Morningstar Mod Agg Tgt Risk TR USD |
Global Category Name | Moderate Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | Municipal Bond - National |
Fund Owner Firm Name | Bulldog Investors, LLC |
Prospectus Benchmark Index | |
S&P 500 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Andrew Dakos | 14.65 yrs |
Phillip Goldstein | 14.65 yrs |
Rajeev Das | 14.65 yrs |