What is Source Capital, Inc.'s Shariah compliance score?

Source Capital, Inc.'s (SOR) compliance score is being calculated. Check HalalScreener.app for the latest AAOIFI screening results.

Does Source Capital, Inc. pass AAOIFI screening?

Source Capital, Inc. (SOR) does not pass AAOIFI Shariah screening. AAOIFI requires: (1) no primary involvement in prohibited activities like alcohol, gambling, or conventional banking, (2) debt-to-market-cap below 30% (SOR: 0.0%), (3) interest-bearing deposits below 30% (SOR: 20.6%), and (4) prohibited income below 5% (SOR: 43.9%). HalalScreener provides free AAOIFI screening for 10,000+ stocks at halalscreener.app.

How much purification is needed for Source Capital, Inc. stock?

Source Capital, Inc. (SOR) has a non-permissible income ratio of 43.89%. Muslim investors should purify this percentage of any dividends received and capital gains realized from SOR shares by donating it to charity. HalalScreener's purification calculator at halalscreener.app/en/purification automates this calculation using the latest financial data.

Where can I screen Source Capital, Inc. for Shariah compliance for free?

HalalScreener (halalscreener.app) offers free Shariah compliance screening for Source Capital, Inc. (SOR) and 10,000+ other US-listed stocks, ETFs, and 100+ cryptocurrencies. The screening uses AAOIFI Standard No. 21 and shows all financial ratios transparently. No credit card or signup required for basic screening. HalalScreener also includes an AI Islamic Scholar for follow-up questions about SOR's compliance across different madhabs (Hanafi, Shafi'i, Maliki, Hanbali, Ja'fari).

SOR: Is Source Capital, Inc. Halal?

Source Capital, Inc.

NYSEFinancial ServicesUS

$46.58

+0.67%

Market Cap: 383.4M

Compliance Status

Not Halal

Screened on Jul 17, 2026 · AAOIFI Standard 21

Non-Compliant

0Score

Is Source Capital, Inc. (SOR) halal? Not Halal. Based on AAOIFI screening, Source Capital, Inc. passes the business activity screen but fails financial ratio screens with a compliance score of 0/100 (Grade: F).

AvoidBorderlineClean

Business activity

What the company sells is permissible.

Passed

Company debt

Well clear of the limit

How much the company borrows, compared to its total value. AAOIFI allows up to 30%.

0.0% of 30.0% limit

What this means for you

Most scholars advise not holding SOR

It does not pass AAOIFI Shariah screening.

See halal alternatives from the same sector further down this page

About Source Capital, Inc.

Source Capital, Inc., known by its ticker SOR, is a closed-end, balanced investment fund under the management of First Pacific Advisors, LLC. Its investment mandate primarily targets the public equity markets within the United States, aiming to allocate capital across a broad spectrum of industry sectors. A core tenet of its strategy involves identifying value-oriented equities, specifically within the small and mid-capitalization segments. The construction of its portfolio is driven by a meticulous, bottom-up fundamental analysis. This involves a rigorous screening process that prioritizes companies exhibiting robust liquidity, conservative balance sheets (characterized by low leverage), and a proven long-term capacity to generate superior returns on invested capital. Source Capital's performance is gauged against a trio of prominent market benchmarks: the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. The fund itself was established on June 1, 1968, and operates from its base in the United States.

Sector: Financial Services · Industry: Asset Management

Shariah Compliance Status

AAOIFI Standard 21Updated Jul 17, 2026

Compliance History

Not Halal, unchanged since May 2026.

No status changes recorded since we began tracking.

Tracked since May 2026. Updates automatically on each re-screen.

Fiscal: FY 2025Data source: FMP

Halal Alternatives in Financial Services

This stock is not Shariah-compliant. Here are halal alternatives from the same sector, ranked by compliance score:

GLDA+

SPDR Gold Shares

$368.41

+0.17%

SLVA+

iShares Silver Trust

$50.78

+0.47%

PSLVA+

Sprott Physical Silver Trust

$21.30

+6.23%

PHYSA+

Sprott Physical Gold Trust

$31.75

+0.19%

ABA+

AllianceBernstein Holding L.P.

$36.03

-1.13%

More Financial Services Stocks

JPM

JPMorgan Chase & Co.

Visa Inc.

Mastercard Incorporated

A+

PYPL

PayPal Holdings, Inc.

C+

BAC

Bank of America Corporation

WFC

Wells Fargo & Company

Free · No credit card required

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Frequently Asked Questions

Is Source Capital, Inc. (SOR) halal to invest in?

Source Capital, Inc. (SOR) is rated Not Halal under AAOIFI Standard 21 screening. It fails either the business activity screen (primary involvement in prohibited sectors such as conventional banking, alcohol, or gambling) or one of the quantitative financial ratio thresholds. Muslim investors should avoid or exit this position.

Why did Source Capital, Inc. get a F compliance rating?

Source Capital, Inc. (SOR) received a grade of F (Non-Compliant) based on three AAOIFI Standard 21 financial ratios: debt-to-market-cap of 0.0% (limit 30%); interest-bearing deposits of 20.6% (limit 30%); prohibited income of 43.89% (limit 5%). The grade reflects the margin of safety across all three ratios relative to their thresholds.

What could change Source Capital, Inc.'s Shariah verdict?

Source Capital, Inc.'s verdict is re-evaluated at each annual re-screen. Three events could change it: (1) the debt-to-market-cap ratio crossing 30%, typically from new debt issuance or a major drop in share price; (2) interest-bearing deposits exceeding 30% of market cap; or (3) prohibited revenue (alcohol, gambling, conventional finance, etc.) exceeding 5% of total revenue. Verdict flips are tracked in the compliance history section above.

How often is Source Capital, Inc. re-screened for Shariah compliance?

Source Capital, Inc. (SOR) is re-screened annually using the most recent full-year financial data from SEC filings. HalalScreener also triggers an on-demand re-screen whenever the stored data is more than 7 days old, ensuring the ratios reflect the latest available financial statements. Last screened: Jul 17, 2026.

Screened according to AAOIFI Standard No. 21 · For informational purposes only. Consult a qualified Islamic finance advisor before investing.

Disclaimer: This screening is for informational purposes only and does not constitute financial, legal, or religious advice. Compliance is evaluated using AAOIFI financial standards (debt, deposits, and prohibited income ratios) and publicly available data. Ethical, political, social, or environmental considerations are outside the scope of this screening. Individual scholars and methodologies may differ. Always consult a qualified Islamic finance advisor before making investment decisions.