Source Capital (SOR)
NYQ · Asset Management
Sources: Yahoo Finance (quote, statistics) · SEC EDGAR (filings, insider trades, 13F holders) · company filings & press wires
Company overview
Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs fundamental analysis with a bottom-up stock selection approach, focusing on such factors as high liquidity, relatively unleveraged balance sheets, and long-term ability to earn above-average returns on capital to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States.
Peers in Financial Services
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Recent press releases
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SEC filings
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Insider trades
All insider trades →Source Capital has no reported insider trades in the last 90 days.
Institutional holders
All holders →People at Source Capital
All people →Quarterly financials
Full financials →No quarterly financials have been ingested for Source Capital.