About MISEX
Midas Special Opportunities Fund is an actively managed mutual fund that seeks capital appreciation through a highly flexible, opportunistic investment strategy. The fund’s approach allows it to invest across a wide spectrum of asset classes and securities, including both equity and fixed income instruments from domestic and international issuers, irrespective of market capitalization, sector, or credit rating. The fund’s holdings may include common and preferred stocks, bonds, convertible securities, futures, options, and other derivatives, and it may employ techniques such as short selling and leverage to pursue its objectives.
The fund is categorized as a large blend portfolio, reflecting its allocation across both growth and value stocks of established companies, often mirroring the broad composition of the U.S. equity market. A distinctive feature of the fund is its concentration in a limited number of equities, with the top holdings representing a substantial portion of portfolio assets. The investment manager, Midas Management Corporation, also incorporates seasonal behavioral and calendar-related strategies to identify advantageous investment periods.
Noted for its active trading and flexibility, Midas Special Opportunities Fund plays a role in the market for investors seeking exposure to dynamically managed portfolios that can respond to a range of market conditions and opportunities.
Fund Family Midas
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol MISEX
Index S&P 500 TR
MISEX had a total return of 21.70% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.61%.
