Source Capital (Source Capital) Momentum Rank : 2 (As of Apr. 26, 2024)

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What is Source Capital Momentum Rank?

Source Capital has the Momentum Rank of 2.

For Momentum Rank, we considered the residual momentum concept that was widely studied by Blitz and his colleagues as well as by Nobel Prize laureates Fama and French. However, we did not find any significant differences in the performances of stocks with different ranks of residual momentum. Therefore, we use traditional momentum instead.

Momentum Rank is determined using the standardized momentum ratio and other momentum indicators. The standardized momentum ratio is the average of the performances from 12 months ago to 1 month ago and 6 months ago to 1 month ago, divided by the beta of the stock over the past 12 months. To calculate the momentum ratio today, we would use the average of the two performance numbers.

For momentum, we found that stock price performance does not have a monotonic correlation with the momentum ratio. The stocks with the highest momentum ratios perform worse than those at about the 70th percentile. Therefore, for the momentum rank, we ranked the stocks at about the 70th percentile of the momentum ratio as the highest at 10.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

Competitive Comparison of Source Capital's Momentum Rank

For the Asset Management subindustry, Source Capital's Momentum Rank, along with its competitors' market caps and Momentum Rank data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Source Capital's Momentum Rank Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Source Capital's Momentum Rank distribution charts can be found below:

* The bar in red indicates where Source Capital's Momentum Rank falls into.

Source Capital Momentum Rank Related Terms

Thank you for viewing the detailed overview of Source Capital's Momentum Rank provided by GuruFocus.com. Please click on the following links to see related term pages.

Source Capital (Source Capital) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Source Capital Inc (NYSE:SOR) » Definitions » Momentum Rank

Comparable Companies

Traded in Other Exchanges

N/A

Address

11601 Wilshire Boulevard, Suite 1200, Los Angeles, CA, USA, 90025

Website

https://www.fpa.com

Source Capital Inc is a diversified, closed-end management investment company. The investment objective of the company is to seek maximum total return for Common shareholders from both capital appreciation and investment income to the extent consistent with the protection of invested capital. Its investment portfolio includes a wide range of securities with a primary emphasis on common stock.

Executives

Korey Bauer	officer: Vice President	2220 E. ROUTE 66, SUITE 226, GLENDORA CA 91740
Martin Dziura	officer: Chief Compliance Officer	309 WOODRIDGE LANE, MEDIA PA 19063
Rita Dam	officer: Treasurer	2220 EAST ROUTE 66, SUITE 226, GLENDORA CA 91740
Lyna Phan	officer: Assistant Treasurer	2220 EAST ROUTE 66, SUITE 226, GLENDORA CA 91740
Diane J Drake	officer: Secretary	2220 E. ROUTE 66, SUITE 226, GLENDORA CA 91740
Max Banhazl	officer: Vice President	2220 E. ROUTE 66, SUITE 226, GLENDORA CA 91740
Amy Centurioni	officer: Assistant Secretary	2220 E. ROUTE 66, SUITE 226, GLENDORA CA 91740
John Zader	director	11601 WISHIRE BOULEVARD, SUITE 1200, LOS ANGELES CA 90025
Maureen A Quill	director	11601 WILSHIRE BOULEVARD, SUITE 1200, LOS ANGELES CA 90025
Brian A. Selmo	other: Officer of inv co's inv adv	11400 W. OLYMPIC BLVD., STE. 1200, LOS ANGELES CA 90064
Mark L. Lipson	director	100 WILSHIRE BOULEVARD, SUITE 1200, SANTA MONICA CA 90401
Ryan A. Leggio	other: Officer of inv co's inv adv	11601 WILSHIRE BLVD, SUITE 1200, LOS ANGELES CA 90025
Robert F Goldrich	director	LEON LEVY FOUNDATION, ONE ROCKEFELLER PLAZA, 20TH FLOOR, NEW YORK NY 10020
Thomas H Atteberry	other: partner of inv co's inv adv	11400 W OLYMPIC BLVD, STE 1200, LOS ANGELES CA 90064
Mark Landecker	other: Officer of inv co's inv adv	11400 W. OLYMPIC BLVD., STE. 1200, LOS ANGELES CA 90064