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Special Opportunities Fund's yield on cost for the quarter that ended in Dec. 2024 was 10.86.
The historical rank and industry rank for Special Opportunities Fund's 5-Year Yield-on-Cost % or its related term are showing as below:
During the past 8 years, Special Opportunities Fund's highest Yield on Cost was 20.34. The lowest was 2.26. And the median was 9.77.
For the Asset Management subindustry, Special Opportunities Fund's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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.
For the Asset Management industry and Financial Services sector, Special Opportunities Fund's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Special Opportunities Fund's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Therefore, Yield-on-Cost of Special Opportunities Fund is calculated as
Yield-on-Cost | = | Dividend Yield % | * | (1 | + | Dividend Growth Rate)^5 |
Special Opportunities Fund (NYSE:SPE) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Thank you for viewing the detailed overview of Special Opportunities Fund's 5-Year Yield-on-Cost % provided by GuruFocus.com. Please click on the following links to see related term pages.
Andrew Dakos | director, officer: President | 250 PEHLE AVE., SUITE 708, SADDLE BROOK NJ 07663 |
Phillip Goldstein | director, officer: Chairman and Secretary | 60 HERITAGE DRIVE, PLEASANTVILLE NY 10570 |
Gerald Hellerman | director, officer: CCO | 5431 NW 21ST AVE., BOCA RATON FL 33496 |
Rajeev P Das | officer: Vice President | 250 PEHLE AVE., SUITE 708, SADDLE BROOK NJ 07663 |
Charles C Walden | director | C/O INSURED MUNICIPAL INCOME FUND INC., 615 EAST MICHIGAN STREET, MILWAUKEE WI 53202 |
Marc Lunder | director | C/O SPECIAL OPPORTUNITIES FUND, INC., 615 EAST MICHIGAN STREET, MILWAUKEE WI 53202 |
Ben H Harris | director | C/O US BANCORP FUND SERVICES, 777 EAST WISCONSIN AVE., MILWAUKEE WI 53202 |
Steven Samuels | other: Investment Adviser Principal | 72 COLEYTOWN ROAD, WESTPORT CT 06882 |
Stephanie Darling | other: Officer of the Inv. Adviser | 250 PEHLE AVE., SUITE 708, SADDLE BROOK NJ 07663 |
James M Chadwick | director | C/O IMPERIAL HOLDINGS, INC., 701 PARK OF COMMERCE BLVD., #301, BOCA RATON FL 33487 |
Relative Value Partners, Llc | 10 percent owner | 1033 SKOKIE BOULEVARD, SUITE 470, NORTHBROOK IL 60062 |
Karpus Management, Inc. | 10 percent owner | 183 SULLY'S TRAIL, PITTSFORD NY 14534 |
Investors Bulldog | 10 percent owner | PARK 80 WEST PLAZA TWO, SUITE 750, SADDLE BROOK NJ 07663 |
Full Value Advisors Llc | 10 percent owner | PARK 80 WEST, 250 PEHLE AVE., SUITE 708, SADDLE BROOK NJ 07663 |
Ag Ubs | 10 percent owner | 600 WASHINGTON BLVD., STAMFORD CT 06901 |
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