Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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Special Opportunities Fund, Inc. (the Fund) is a diversified, closed-end management investment company. The Fund's investment objective is total return. The Fund invests primarily in securities, which have the opportunity for appreciation. The Fund may employ strategies designed to capture price movements generated by anticipated corporate events, such as investing in companies involved in special situations, including, but not limited to, mergers, acquisitions, asset sales, spin-offs, balance sheet restructuring, bankruptcy, liquidations, and tender offers. The Fund may, from time to time, engage in short sales of securities for investment or for hedging purposes. The Fund invests in closed-end funds, business development companies, preferred stocks, other common stocks, special purpose acquisition vehicles, corporate obligations, money market funds, warrants and rights, among others. Bulldog Investors, LLP is the investment adviser of the Fund. more
Time Frame | SPE | S&P500 |
---|---|---|
1-Week Return | 0.86% | -0.32% |
1-Month Return | 4.94% | 2.75% |
3-Month Return | 5.52% | 3.94% |
6-Month Return | 14.52% | 11.01% |
1-Year Return | 27.93% | 23.11% |
3-Year Return | 3.87% | 34.36% |
5-Year Return | 3.52% | 85.19% |
10-Year Return | 1.53% | 200.02% |
Time Frame | SPE | S&P500 |
---|---|---|
1-Week Return | 56.29% | -15.39% |
1-Month Return | 79.80% | 39.11% |
3-Month Return | 24.35% | 16.97% |
6-Month Return | 31.64% | 23.59% |
1-Year Return | 27.93% | 23.11% |
3-Year Return | 1.27% | 10.35% |
5-Year Return | 0.69% | 13.12% |
10-Year Return | 0.15% | 11.61% |
Stock name | Ticker | Weight |
---|---|---|
General American Investors Co Inc | - | 8.8% |
SRH Total Return Fund Inc | - | 8.52% |
CION Investment Corp | - | 5.54% |
Invesco Treasury Portfolio | - | 5.43% |
Fidelity Government Portfolio | - | 5.43% |
Central Securities Corp | - | 5.09% |
Taiwan Fund Inc/The/MD | - | 4.56% |
First Trust Dynamic Europe Equity Income Fund | - | 4.4% |
BlackRock ESG Capital Allocation Term Trust | - | 3.76% |
Texas Pacific Land Corp | - | 3.76% |
Sector | Weight |
---|---|
Financials | 58.76% |
Energy | 12.06% |
Consumer discretionary | 7.11% |
Information Technology | 5.31% |
Real estate | 5.20% |
All Others | 11.56% |