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SOR

Source Capital

SOR

Market cap $383M

46.16 USD

-0.40

0.86%

At close Updated Sep 14, 4:00 PM EDT

1 day

-0.86%

5 days

-0.73%

1 month

-0.58%

3 months

0.35%

6 months

-1.62%

Year to date

-0.69%

1 year

3.29%

5 years

1.76%

10 years

28.04%

About: Source Capital Inc is a diversified, closed-end management investment company. The investment objective of the company is to seek maximum total return for Common shareholders from both capital appreciation and investment income to the extent consistent with the protection of invested capital.

Financials Asset Management

News

Positive

Neutral

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Sentiment 3-Months

Positive 0%

Neutral 100%

Negative 0%

Source Capital Declares September, October, and November 2026 Distribution on Common Stock

LOS ANGELES--(BUSINESS WIRE)--The Board of Trustees of Source Capital (NYSE: SOR) (the “Fund”), approved maintaining the Fund's regular monthly distribution rate for September, October, and November 2026 as follows: Regular Monthly Distributions: Month Rate per Common Share Record Date Payable Date September 2026 $0.2083 September 16, 2026 September 30, 2026 October 2026 $0.2083 October 15, 2026 October 30, 2026 November 2026 $0.2083 November 13, 2026 November 30, 2026 About Source Capital Sour.

Source Capital Declares September, October, and November 2026 Distribution on Common Stock

Source Capital Declares June, July, and August 2026 Distribution on Common Stock

LOS ANGELES--(BUSINESS WIRE)--The Board of Trustees of Source Capital (NYSE: SOR) approved maintaining the Fund's regular monthly distribution rate for June, July, and August 2026.

Source Capital Declares June, July, and August 2026 Distribution on Common Stock

Source Capital Announces U.S. Federal Tax Treatment of 2025 Dividends

LOS ANGELES--(BUSINESS WIRE)--Source Capital announced today the tax treatment of its 2025 dividends and a deemed distribution to shareholders of record as of December 31, 2025.

Source Capital Announces U.S. Federal Tax Treatment of 2025 Dividends

Source Capital Declares March, April, and May 2026 Distribution on Common Stock

LOS ANGELES--(BUSINESS WIRE)--The Board of Trustees of Source Capital (NYSE: SOR) approved maintaining the Fund's regular monthly distribution rate for March, April and May 2026.

Source Capital Declares March, April, and May 2026 Distribution on Common Stock

Source Capital Provides Update on Discount Management Program and Private Credit Investments and Announces Q4 Webcast

LOS ANGELES--(BUSINESS WIRE)--The Board of Trustees of Source Capital (NYSE: SOR) provided an update on the Fund's Discount Management Program and private credit investments.

Source Capital Provides Update on Discount Management Program and Private Credit Investments and Announces Q4 Webcast

Source Capital Declares December 2025, January 2026, and February 2026 Distribution on Common Stock

LOS ANGELES--(BUSINESS WIRE)--The Board of Trustees of Source Capital (NYSE: SOR) (the “Fund”), approved maintaining the Fund's regular monthly distribution rate for December 2025, January 2026, and February 2026 as follows: Regular Monthly Distributions: Month Rate per Common Share Record Date Payable Date December 2025 $0.2083 December 16, 2025 December 30, 2025 January 2026 $0.2083 January 15, 2026 January 30, 2026 February 2026 $0.2083 February 13, 2026 Februar.

Source Capital Declares December 2025, January 2026, and February 2026 Distribution on Common Stock

SOR: 60/40 CEF Chugging Along

Source Capital is a dynamic 60/40 allocation closed-end fund, currently underweight equities and overweight fixed income and private credit. SOR has delivered strong risk-adjusted returns, outperforming traditional 60/40 ETFs like AOR, with shallow drawdowns during recent market volatility. The fund trades near its historical NAV discount range and is conservatively positioned for a potentially stretched equity and high-yield environment.

SOR: 60/40 CEF Chugging Along

Source Capital Declares September, October, and November 2025 Distribution on Common Stock

LOS ANGELES--(BUSINESS WIRE)--Source Capital declares September, October, and November 2025 distributions to shareholders.

Source Capital Declares September, October, and November 2025 Distribution on Common Stock

Soaring With SOR? Let's Run The Numbers

Source Capital (SOR) offers strong long-term returns and outperforms the S&P 500 in risk-adjusted metrics like inflation-beating and downside protection. SOR's portfolio is globally diversified with a flexible asset allocation, currently holding 58% in credit and fixed assets, not just equities. Compared to traditional 70/30 or 60/40 portfolios, SOR delivers higher returns but with significantly higher volatility and larger drawdowns.

Soaring With SOR? Let's Run The Numbers

Source Capital Declares June, July, and August 2025 Distribution on Common Stock

LOS ANGELES--(BUSINESS WIRE)--Source Capital declares June, July, and August 2025 distributions to shareholders.

Source Capital Declares June, July, and August 2025 Distribution on Common Stock

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