SPE ETF
Special Opportunities Fund Inc
SPE ETF Overview
SPE ETF (Special Opportunities Fund Inc) is managed by Special Opportunities Fund with $161.4M in net assets. SPE expense ratio is 4.89%, holding 158 positions across sectors including Financials, Real Estate, Energy. Inception date: 1993-06-08.
SPE performance shows a YTD return of 1.87%. The 1-year return is -1.09% and the 5-year return is 10.73%. SPE dividend yield stands at 8.33%, paid monthly.
SPE top holdings include Boulder Valley Sch Dist Re2 Boulder 19a (11.9%), Gam Holding Ag (9.5%), Central Securities Corp (6.4%), Neuberger Berman Next Generation Connectivity Fund, Inc. (5.5%), Bny Mellon Strategic Municipals Inc (5.3%). Go to all SPE holdings, SPE sectors, or SPE dividends.
SPE can be compared against other funds. Use SPE overlap to find shared positions, or SPE vs another fund for a side-by-side view. SPE alternatives are available via the screener, along with tax-loss harvesting opportunities.