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.

Business Wire • Jan 28, 2026

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.

Business Wire • Jan 20, 2026

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.

Business Wire • Jan 16, 2026

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.

Business Wire • Nov 21, 2025

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.

Seeking Alpha • Sep 15, 2025

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.

Business Wire • Aug 22, 2025

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.

Seeking Alpha • Jun 5, 2025

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.

Business Wire • May 29, 2025

Source Capital Declares April and May 2025 Distribution on Common Stock

LOS ANGELES--(BUSINESS WIRE)--The Board of Directors of Source Capital (NYSE: SOR) (the “Fund”), approved maintaining the Fund's regular monthly distribution rate for April and May 2025 as follows: Regular Monthly Distributions: Month Rate per Common Share Record Date Payable Date April 2025 May 2025 $0.2083 $0.2083 April 16, 2025 May 15, 2025 April 30, 2025 May 30, 2025 About Source Capital Source Capital is a closed-end investment company managed by First Pacific Advisors, LP. Its shares are.

Business Wire • Mar 20, 2025

Marlton Partners Expresses Concern About the Proposed Merger of 180 Degree Capital Corp. and Mount Logan

Highlights Key Terms and Departures from Shareholder Interests Questions Process and Motivations of 180 Degree Capital Corp.'s Board of Directors' Cavalier Rejection of the Alternative Source Capital Proposal Highlights Need for Transparency from the TURN Board and a Fair Process to Allow Shareholders to Determine the Right Path Forward CHICAGO , Feb. 11, 2025 /PRNewswire/ -- Marlton Partners L.P. (together with its affiliates and group members, "Marlton" or "we"), beneficial owners of approximately 4.6% of the outstanding stock of 180 Degree Capital Corp. (NASDAQ: TURN)(the "Company"), today issued the following statement expressing its concern about TURN's definitive merger agreement with Mount Logan Capital Inc. (Cboe Canada: MLC) ("Mount Logan") and the TURN Board of Directors' (the "Board") failure to engage with Source Capital (NYSE: SOR)("Source") regarding its January 24 merger proposal.

PRNewsWire • Feb 11, 2025