BackSpecial Opportunities Fund Overview

Special Opportunities Fund Total Assets

Latest total assets for SPE: $230M.

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Total Assets
$232.35M
↓ 2.24% YoYΔ $-5.33M vs prior year quarter

Peer trimmed avg / median

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Special Opportunities Fund Total Assets History

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Special Opportunities Fund vs. peers: Total Assets Comparison

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Special Opportunities Fund Total Assets Growth (YoY per quarter)

Latest change versus the prior comparable period (same company).

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Special Opportunities Fund (SPE) FAQ

The latest total assets for SPE is $230M as of June 2026. That compares with $240M in the prior-year period — down 2.2% year over year. Investors often review this figure alongside Special Opportunities Fund's historical trend and sector peers before judging valuation or financial health.

Over the past year, SPE's total assets moved from $240M to $230M — a 2.2% year-over-year decrease. If the trend continues in the same direction for several quarters, it can signal a meaningful shift in Special Opportunities Fund's operating scale or balance-sheet position.

A total assets figure of $230M for SPE is a snapshot of scale on that line item. On its own it does not say whether the business is healthy — you also want growth rate, margins, and how the number compares with similar companies. Explore the charts below for those layers of context.

After noting SPE's total assets ($230M), review year-over-year change from $240M, peer averages, and a few neighboring metrics such as revenue, margins, or valuation multiples. That combination usually beats staring at a single figure. The navigation links on this page jump you to those related views.