График акции Source Capital, Inc.
Расширенный график
Простой график
О компании Source Capital, Inc.
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. подробнее| IPO date | 1997-04-09 |
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| ISIN | US8361441053 |
| Industry | Capital Markets |
| Sector | Financials |
| Валюта | usd |
| Валюта отчета | usd |
| Див.доход ао | 6 |
| Дивиденд ао | 0.208 |
| Сайт | https://www.fpafunds.com/sourcecapitalfund.asp |
| Цена ао | 41.95 |
| Изменение цены за день: | -0.0997% (40.11) |
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| Изменение цены за неделю: | +0.729% (39.78) |
| Изменение цены за месяц: | -3.35% (41.46) |
| Изменение цены за 3 месяца: | -6.16% (42.7) |
| Изменение цены за полгода: | -9.1% (44.08) |
| Изменение цены за год: | -2.95% (41.29) |
| Изменение цены за 3 года: | -1.09% (40.51) |
| Изменение цены за 5 лет: | +60.41% (24.98) |
| Изменение цены с начала года: | -12.55% (45.82) |
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| Институционалы | Объем | Доля, % |
|---|---|---|
| Chemistry Wealth Management LLC | 131080 | 1.58 |
| D.A. Davidson & Co. | 123103 | 1.49 |
| Morgan Stanley | 86437 | 1.04 |
| Mesirow Financial Investment Management, Inc. | 74514 | 0.9 |
| Hara Capital LLC | 74194 | 0.9 |
| Wells Fargo & Company | 63686 | 0.77 |
| First Trust Advisors LP | 58386 | 0.71 |
| Shaker Financial Services, LLC | 49119 | 0.59 |
| Raymond James & Associates, Inc. | 48529 | 0.59 |
| Bank of America Corporation | 35752 | 0.43 |
| Руководитель | Должность | Оплата | Год рождения |
|---|---|---|---|
| Mr. James Richard Atwood CPA | Managing Partner, Chief Administrative Officer, COO, CFO & Director | N/A | 1961 (64 года) |
| Mr. Mark Landecker CFA | Portfolio Manager | N/A | |
| Ms. Maureen Ann Quill B.B.A. | President & Director | 1963 (62 года) | |
| Mr. Steven Todd Romick CFA | Portfolio Manager | 1966 (59 лет) | |
| Mr. Brian Anthony Selmo C.F.A., CFA | Portfolio Manager | 1978 (47 лет) |
Адрес: United States, Los Angeles. CA, 11601 Wilshire Boulevard - открыть в Google картах, открыть Яндекс картах
Сайт: https://www.fpafunds.com/sourcecapitalfund.asp
Сайт: https://www.fpafunds.com/sourcecapitalfund.asp
