Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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* Offering through VF Securities, Inc. (member FINRA/SIPC)
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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. more
Time Frame | SOR | S&P500 |
---|---|---|
1-Week Return | -1.08% | -1.87% |
1-Month Return | 2.46% | 8.93% |
3-Month Return | -0.86% | -2.39% |
6-Month Return | -4.96% | -2.41% |
1-Year Return | -0.94% | 10.88% |
3-Year Return | 9.66% | 46.93% |
5-Year Return | 28.97% | 94.89% |
10-Year Return | -42.61% | 177.5% |
Time Frame | SOR | S&P500 |
---|---|---|
1-Week Return | -43.23% | -62.63% |
1-Month Return | 34.40% | 183.11% |
3-Month Return | -3.44% | -9.34% |
6-Month Return | -9.80% | -4.83% |
1-Year Return | -0.94% | 10.88% |
3-Year Return | 3.12% | 13.69% |
5-Year Return | 5.22% | 14.28% |
10-Year Return | -5.40% | 10.75% |
Sector | Weight |
---|---|
Financials | 100.00% |
Source Capital Closed Fund (SOR) share price today is $42.12.
Yes, Indians can buy shares of Source Capital Closed Fund (SOR) on Vested. To buy SOR from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.
Yes, you can purchase fractional shares of Source Capital Closed Fund (SOR) on Vested. You can start investing in Source Capital Closed Fund (SOR) with a minimum investment of $1.
The 52-week high price of Source Capital Closed Fund (SOR) is $44.77. The 52-week low price of Source Capital Closed Fund (SOR) is $37.36.
The stock symbol (or ticker) of Source Capital Closed Fund is SOR.
Yes, you can setup SIP in Source Capital Closed Fund shares. Follow the below steps to create the SIP:
Here is the historical performance of SOR on the Vested app.
You can also access the top holdings, the expense ratio, and the sector breakdown for Source Capital Closed Fund on Vested.