SPE (Special Opportunities Fund) Tariff Resilience Score: 8/10 (As of Sep. 05, 2026)

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SPE Special Opportunities Fund Inc SPE
50 GF Score
Price $13.56
GF Value $11.02
Valuation Modestly Overvalued
! 2 Warning Signs
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What is Special Opportunities Fund Tariff Resilience Score?

Special Opportunities Fund SPE -0.11% 50 Tariff Resilience Score is 8 as of Sep. 05, 2026. GuruFocus rates SPE with a GF Score™ of 50/100 and a GF Value™ of $11.02 (Modestly Overvalued). The stock has 2 warning signs investors should review. Among 1,683 Asset Management companies, Special Opportunities Fund ranks better than 90.61% on this metric.

Special Opportunities Fund has the Tariff Resilience Score of 8, which implies that the company might have Highly Resilient.

Special Opportunities Fund has As an investment fund, SPE's direct exposure to tariffs is low. However, its portfolio companies may face tariff risks. The fund's diversified holdings and ability to adjust investments provide resilience against tariff impacts.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Special Opportunities Fund might have Highly Resilient.

Special Opportunities Fund  (NYSE:SPE) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Special Opportunities Fund Tariff Resilience Score Related Terms

SPE vs EVG, PFD, MPA: Tariff Resilience Score Comparison

For the Asset Management subindustry, Special Opportunities Fund's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Special Opportunities Fund Tariff Resilience Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Special Opportunities Fund's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Special Opportunities Fund's Tariff Resilience Score falls into.


SPE
50GF Score
Special Opportunities Fund Inc SPE
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 8 mean?
Special Opportunities Fund (SPE) has a Tariff Resilience Score of 8 as of Sep. 05, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Special Opportunities Fund ranks #158 out of 1683 companies in the Asset Management industry, placing it in the top 9.4%.
Is Special Opportunities Fund's Tariff Resilience Score too high?
Special Opportunities Fund's current Tariff Resilience Score is 8. Based on the distribution chart, Special Opportunities Fund ranks #158 out of 1683 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Special Opportunities Fund has a GF Score™ of 50/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Special Opportunities Fund's Tariff Resilience Score compare to EVG and PFD?
According to the Asset Management industry distribution chart, Special Opportunities Fund ranks #158 out of 1683 companies for Tariff Resilience Score. This places Special Opportunities Fund in the top 9% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for an Asset Management company?
A good Tariff Resilience Score depends on the Asset Management industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Special Opportunities Fund's current Tariff Resilience Score is 8. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Special Opportunities Fund stock overvalued right now?
Based on GuruFocus' analysis, Special Opportunities Fund (SPE) is currently considered Modestly Overvalued. The stock's GF Value™ is $11.02, compared to a current price of $13.56 — trading 23% above its estimated fair value. The current Tariff Resilience Score is 8. Special Opportunities Fund's overall GF Score™ is 50/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Special Opportunities Fund (SPE), the current Tariff Resilience Score is 8 as of Sep. 05, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Special Opportunities Fund (SPE) Overvalued in 2026?

Based on GuruFocus' analysis, Special Opportunities Fund stock appears to be overvalued. The current stock price of $13.56 is trading 23% above its estimated GF Value™ of $11.02. GuruFocus considers Special Opportunities Fund to be Modestly Overvalued.

Key valuation signals for SPE:

  • Tariff Resilience Score: 8
  • GF Value™: $11.02 vs. price of $13.56 (23% above fair value)
  • GF Score™: 50/100 with 2 warning signs

No single metric tells the full story. See the SPE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Special Opportunities Fund Business Description

Address 615 East Michigan Street, Milwaukee, WI, USA, 53202
Special Opportunities Fund Inc is a closed-ended diversified management investment company. Its investment objective is to have the total return. The company's investment portfolio consists of investment companies, common stocks, money market funds, commodity partnerships, preferred stocks, convertible bonds, liquidating trusts, promissory notes, senior unsecured notes, warrants, rights, corporate notes and corporate bonds.
50GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$13.56
Price
$11.02
GF Value