US Stocks

Source Capital, Inc.

Source Capital, Inc. is a balanced fund that primarily invests in value stocks of small to mid cap companies across diversified sectors in the U.S. public equity markets. The fund uses fundamental analysis with a bottom-up stock selection approach to choose companies with high liquidity, relatively unleveraged balance sheets, and long-term potential to earn above-average returns on capital. It benchmarks its performance against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index.