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

Source Capital, Inc. (SOR) has a Shariah compliance score of 0/100 (Grade: F, Non-Compliant). A fund is screened by looking through its holdings: each holding is screened under AAOIFI Standard No. 21 and weighed, and the fund is halal when non-compliant holdings stay under 5% of the basket by weight.

Does Source Capital, Inc. pass AAOIFI look-through screening?

Source Capital, Inc. (SOR) does not pass AAOIFI look-through screening. A fund is screened by looking through its holdings: each holding is screened under AAOIFI Standard No. 21 and weighed, and the fund is halal when non-compliant holdings stay under 5% of the basket by weight.

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

Muslim investors purify the portion of dividends and realized gains that comes from non-permissible income by donating it to charity. HalalScreener's purification calculator at halalscreener.app/en/purification computes the percentage and amount for Source Capital, Inc. (SOR) 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 8,200+ securities. US-listed stocks and ETFs are screened under AAOIFI Standard No. 21. Bursa Malaysia securities carry the Securities Commission Malaysia's official status. Coins are screened separately, under published scholarly opinion. The verdict is free, with no credit card or signup required for basic screening.

SORNot HalalF

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Compliance Status

Not Halal

Screened on Oct 17, 2026 · AAOIFI Standard 21 look-through

Non-Compliant

0Score

Is Source Capital, Inc. (SOR) halal? Not Halal. Looking through its holdings under AAOIFI Standard 21, Source Capital, Inc. has 5% or more of its basket by weight in non-compliant holdings with a compliance score of 0/100 (Grade: F).

Quote this verdict

HalalScreener rates Source Capital, Inc. (SOR) Not Halal, 0/100, grade F under AAOIFI Standard 21 look-through, screened Oct 17, 2026. Source: https://halalscreener.app/en/stock/SOR

Basket rule

Over the limit

An ETF is halal when non-compliant holdings stay under 5% of the basket by weight.

46.3% of 5.0% limit

63% of the basket's holdings were screened individually.

SOR: Is Source Capital, Inc. Halal?

Source Capital, Inc.

NYSEFinancial ServicesUS

$45.58

Market Cap: 375.2M

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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 21 look-throughUpdated Oct 17, 2026

AI Compliance Insight

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Institutional-grade Shariah analysis

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Business Activity Screen

Failed

Checks if the business is involved in prohibited activities (alcohol, gambling, pork, conventional banking, etc.)

Basket-weighted haram holdings exceed 5% (46.3%)

Basket Composition

63% of basket screened

ETFs are baskets of many stocks. AAOIFI-aligned rule: basket is halal when haram weight is under 5%. The purification share is the weighted prohibited-income contribution of the underlying holdings.

15%

46%

37%

Halal15%

Doubtful2%

Not Halal46%

Unknown37%

Top Holdings

TREASURY BILLNot Halal6.48%TREASURY BILLNot Halal6.38%TREASURY BILLNot Halal6.33%TIOGA PARTNERS IV LP /Unknown3.16%ADIAnalog Devices IncHalal2.77%EQS Legacy Holdings Term Loan 3/27/2032 /Not Halal2.17%GOOGLAlphabet IncHalal2.14%METRO PARTNERS FUND VII, LP /Unknown2.10%MSD PRIVATE CREDIT OPP FD 2 LP /Unknown2.04%FPS Holdco II LLC SOURCE /Unknown2.03%

10 more screened holdings, each with its own verdict, are part of Pro.See the full basket

PRO DETAIL

The verdict above is final and free.

Pro members can verify every number behind it: interest-bearing deposits, prohibited income breakdown, and the full AAOIFI math.

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Screened according to AAOIFI Standard 21

Compliance History

Not Halalnow
since Oct 2026
Under Review
until the change above
Not Halal
until the change above

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

Fiscal: N/AData source: FMP-LOOKTHROUGH

Halal Alternatives in Financial Services

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

GLDA+

SPDR Gold Shares

$382.01

SLVA+

iShares Silver Trust

$51.51

PSLVA+

Sprott Physical Silver Trust

$18.48

PHYSA+

Sprott Physical Gold Trust

$31.50

CEFA+

Sprott Physical Gold and Silver Trust

$40.45

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Wells Fargo & Company

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Frequently Asked Questions

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

Source Capital, Inc. (SOR) is rated Not Halal by holdings look-through. Each holding is screened individually under AAOIFI Standard 21 and the result is weighed. A fund is halal when non-compliant holdings stay under 5% of the basket by weight.

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

Source Capital, Inc.'s grade of F (Non-Compliant) reflects the weighted result of its holdings, not one company's ratios: debt and deposit ratios do not describe a fund.

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

Source Capital, Inc.'s verdict is recalculated whenever the fund rebalances or holdings change materially. If the haram-weight of underlying holdings crosses 5% (the AAOIFI threshold for fund look-through), the verdict will flip to Not Halal. HalalScreener rescreens ETFs at each rebalance cycle.

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

Source Capital, Inc. is re-screened as its published holdings change. Last screened: Oct 17, 2026.

Screened by holdings look-through under 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. A fund is evaluated by screening its holdings under AAOIFI financial standards and weighing the result, using 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.