Company: Source Capital Inc. (SOR)
*DRIP Club Members are able to acquire or list a share of a company on the DRIP Exchange Page.
Company Profile: 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. -Yahoo Finance-
Symbol: SOR
Recent Price: $42.70
Dividends: $2.50
Yield: 5.85%
Sector: Financial Services
Industry: Asset Management
Address & Company Phone #: 11601 Wilshire Blvd. Ste. 1200 Los Angeles CA 90025, 310-473-0225
Transfer Agent: American Stock Transfer 800-279-1241
Moody’s Rating: NR
Minimum & Maximum Investment: $100 – $7,500/month
Investment Dates: Every 30 days beginning 1/15
Shares to Qualify: 1 Share or $250
Fees: Div.: $0 Cash: $5+5¢/sh. Cert: $0 Sells: by Mail for $15+5¢/sh.
52 Week High & Low: $41.49, $35.10