Special Opportunities Fund, Inc.
SPEFinancial ServicesNASDAQAsset Management
Scan Results
Daily timeframePart of the financial services sector, Special Opportunities Fund, Inc. (SPE) is listed under Asset Management. Valued at $143.5M, SPE is a micro-cap name in its sector. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC.
Market Cap
$143.5M
Beta
0.76
P/E (TTM)
6.82
P/E (Fwd)
—
EPS (TTM)
$1.98
EPS (Fwd)
—
ROE
9.2%
ROA
1.1%
Cash
—
Total Debt
$0
Free CF
$8.3M
52W Change
-12.8%
Annual Financials
Cash vs Debt
Where SPE stands vs its 150-day and 200-day moving averages
As of the July 7, 2026 close, SPE finished 2.23% below its 150-day moving average ($13.88) and 1.88% below its 200-day moving average ($13.83). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is SPE overbought or oversold?
At the July 7, 2026 close, SPE's RSI(14) was 52.8, in neutral territory (between 30 and 70). The MACD histogram was positive, so short-term momentum leaned bullish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
Special Opportunities Fund, Inc. carries $0 in total debt, a figure that investors should evaluate relative to the company's earnings power. Annual free cash flow of $8.3M supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. Return on equity stands at 9.2%, which is decent for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 1.1% is on the lower side, which is common in asset-heavy industries. Revenue has grown from -$23.7M (2022) to $22.1M (2025), reflecting a 193% increase over the period.
As with any equity investment, SPE carries market risk, sector-specific risk, and company-specific risk that investors should evaluate in the context of their own portfolios. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for Special Opportunities Fund, Inc. and its sector.