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Source Capital Closed Fund
2101 East El Segundo Boulevard, El Segundo, CA, United States, 90245
IPO
1997
Employees
0
Industry
Asset Management
Sector
Financial Services
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.
Insider Transactions
Quarterly buy vs. sell activity
Sell (left)Buy (right)
Q1 20240+1
1
Q2 20230+2
2
2-quarter cumulative
0 sells3 buys
Analyst Ratings
No coverage data
No analyst ratings data available