Source Capital Share Price & Technical Analysis

SOR · $45.15 (-0.48%)

Financial Services / Asset Management

AI Score 24 · Bearish

$45.15

-0.48%

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 appr

Price chart

Seasonality

May has 3 positive and 2 negative years (last 5 years shown)

-2% return in May, 2% avg return in past 3 year May month.

-1% return in 2026, 4% avg return in past 3 years.

Swipe sideways to see all months →

JanFebMarAprMayJunJulAugSepOctNovDecYr
266%-1%-3%-1%-2%-1%
25-8%0%-2%-1%3%2%1%2%1%1%7%-6%1%
240%2%3%-2%3%4%0%2%-1%-1%3%-4%7%
233%-2%-1%-2%-1%3%4%-1%-2%-2%6%1%6%
22-2%-4%3%-9%1%-4%2%-5%-5%3%3%3%-15%

Monthly return % by calendar month · historical pattern, not a forecast

AI snapshotScore 24/100

Bearish · Downtrend · Weak

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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Key metrics

Market cap

$379.74M

P/E ratio

6.37

52W high

$50.41

52W low

$41.93

Volume

19,252

Beta

0.49

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Frequently asked questions

What is Source Capital share price today?
Source Capital (SOR) last traded around $45.15 on StockPro. Prices refresh every few minutes during market hours.
What technical signals does SOR have?
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How can I analyze Source Capital stock?
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