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SOR
Source Capital Inc.
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SOR Mutual Fund Price & Analysis

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.

SOR Mutual Fund Chart & Stats

44.90
-0.88(-1.92%)
―
--
Previous Close45.78
Sub-CategoryLarge Cap
Total LiabilitiesN/A
Next Dividend Ex-Date
May 14, 2026
Expense RatioN/A
Holding CountN/A
BrandN/A
Dividend Yield
 (5.46%)
CategoryEquity
Total AssetsN/A
Shares OutstandingN/A
52-Week Range38.66 - 50.41

SOR Mutual Fund News

PremiumCompany Announcements
Source Capital Extends Discount Framework, Emphasizes Private Credit
2M ago
8K
SOR
PremiumCompany Announcements
Source Capital Announces 2025 Dividend and Tax Allocations
2M ago
8K
SOR

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