プロモーションスケジュール Source Capital, Inc.
詳細なスケジュール
簡易グラフ
会社について
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. さらに詳しく| Выручка | 0.0668 |
|---|---|
| EBITDA | 0.0657 |
| Число акций ао | 0.00825 млрд |
| P/E | 5.02 |
| P/S | 4.94 |
| P/BV | 0.8751 |
| EV/EBITDA | 5.02 |
| Цена ао | 41.65 |
| Сайт | https://www.fpafunds.com/sourcecapitalfund.asp |
| Див.доход ао | 5.65 |
| Дивиденд ао | 1.25 |
| Валюта | usd |
| ISIN | US8361441053 |
| IPO date | 1997-04-09 |
| Sector | Financials |
| Industry | Capital Markets |
| Валюта отчета | usd |
| 1日あたりの価格変動: | 0% (43.835) |
|---|---|
| 週ごとの価格変動: | -1.03% (44.29) |
| 月ごとの料金変更: | -0.3524% (43.99) |
| 3ヶ月間の価格変動: | -0.4655% (44.04) |
| 半年間の価格変動: | +5.37% (41.6) |
| 年間の価格変動: | +14.6% (38.25) |
| 3年間の価格推移: | -1.94% (44.7) |
| 5年間の価格推移: | +18.89% (36.87) |
| 年初からの価格変動: | +10.25% (39.76) |
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| 機関 | 音量 | 共有, % |
|---|---|---|
| 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 |
| ETF | 共有, % | 年間の利益率, % | 配当金, % |
|---|---|---|---|
| First Trust Income Opportunities ETF | 3.25417 | 22.396345594824 | 2.48805 |
| SPDR Portfolio Europe ETF | 0.00429 | 14.447513812155 | 3.66537 |
| スーパーバイザー | 役職 | 支払い | 生年 |
|---|---|---|---|
| Mr. James Richard Atwood CPA | Managing Partner, Chief Administrative Officer, COO, CFO & Director | N/A | 1961 (63 年) |
| Mr. Mark Landecker CFA | Portfolio Manager | N/A | |
| Ms. Maureen Ann Quill B.B.A. | President & Director | 1963 (61 年) | |
| Mr. Steven Todd Romick CFA | Portfolio Manager | 1966 (58 年) | |
| Mr. Brian Anthony Selmo C.F.A., CFA | Portfolio Manager | 1978 (46 年) |
住所: United States, Los Angeles. CA, 11601 Wilshire Boulevard - Googleマップで開く, Yandexマップを開く
Webサイト: https://www.fpafunds.com/sourcecapitalfund.asp
Webサイト: https://www.fpafunds.com/sourcecapitalfund.asp
