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NYSE | Common Stock
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.
Reported date | EPSChange YoY | EstimateSurprise |
---|---|---|
Mar 10, 23 | 1.20 Decreased by -44.91% | - |
Sep 7, 22 | -4.44 Decreased by -169.48% | - |
Mar 10, 22 | 0.60 Decreased by -81.11% | - |
Sep 10, 21 | 4.36 Increased by +214.44% | - |
Jun 30, 21 | 2.18 Increased by +214.21% | - |
Mar 9, 21 | 6.39 Increased by +150.59% | - |
Dec 31, 20 | 3.18 Increased by +149.02% | - |
Sep 4, 20 | -3.81 Decreased by -173.27% | - |
Fiscal ending date | RevenueChange YoY | IncomeChange YoY | ProfitChange YoY |
---|---|---|---|
Jun 30, 24 | 10.35 M Increased by +60.34% | 26.48 M Increased by +165.54% | Increased by +255.94% Increased by +65.61% |
Dec 31, 23 | 18.58 M Increased by +N/A% | 23.52 M Increased by +N/A% | Increased by +126.59% - |
Jun 30, 23 | 12.06 M Increased by +14.59% | 30.12 M Increased by +260.92% | Increased by +249.70% Increased by +214.96% |
Mar 31, 23 | N/A Decreased by N/A% | N/A Decreased by N/A% | - - |
Dec 31, 22 | 6.45 M Decreased by -72.74% | 9.97 M Increased by +99.62% | Increased by +154.54% Increased by +632.27% |
Sep 30, 22 | N/A Decreased by N/A% | N/A Decreased by N/A% | - - |
Jun 30, 22 | 10.53 M Decreased by -47.97% | 8.34 M Decreased by -77.13% | Increased by +79.28% Decreased by -56.04% |
Mar 31, 22 | N/A Decreased by N/A% | N/A Decreased by N/A% | - - |