Company

Source Capital, Inc.

Headquarters: Los Angeles, CA, United States

NYSE: SOR +0.51%

Market Cap

$328.7 Million

USD as of Jan. 1, 2024

Market Cap History

Source Capital, Inc. market capitalization over time

Evolution of Source Capital, Inc. market cap in the past 5 years

Market capitalizations are calculated from the opening stock price at the beginning of each month.

Market Cap History of Source Capital, Inc.

Detailed Description

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.

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Stocks & Indices

Source Capital, Inc. has the following listings and related stock indices.


Stock: NYSE: SOR wb_incandescent

Details

Headquarters:

11601 Wilshire Boulevard

Suite 1200

Los Angeles, CA 90025

United States

Phone: 310-473-0225

Fax: 310-996-5450