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.

Business Wire • Apr 21, 2026

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