What is SOR's Income Quality Score?

As of the June 30, 2026 public snapshot, Source Capital, Inc. (SOR) has an Income Quality Score of 20 out of 100, classified a Foe.

Is SOR a Friend, Question Mark or Foe?

SOR is classified a Foe under the Income Quality Score framework, based on long-duration distribution and total-return history. This is a research classification, not investment advice.

How safe is the SOR distribution?

A Foe is an income asset whose long-term distributions have historically outrun its economic total return, or whose distribution or working capital has eroded over time. It describes a weak historical income-quality record — it is not a prediction or a recommendation to sell.

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Public snapshot

SOR Income Quality Score

Name: SOR Income Quality Score
Creator: Income Quality Score
Keywords: SOR income quality, SOR dividend quality, SOR dividend safety, SOR distribution history, SOR dividend score, SOR analysis, Source Capital, Inc. dividend

Source Capital, Inc. (SOR) has an Income Quality Score of 20/100, classified as a Foe with high confidence, based on a 10-year income and total-return history.

Source Capital, Inc. (SOR) is a closed-end fund and is part of the IQ Score universe.

July 2026 snapshotAs of June 30, 2026Lookback: 10-year

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Long-term focused10-year income and total-return analysis

Data-drivenObjective scoring across 4 quality, distribution and risk signals

Clear classificationFriends to own. Foes to avoid.

IQ Score

20/100

FoeHigh confidence

Asset Type

CEF

Exchange

—

Trailing Yield (TTM)

Not published

No normalized trailing yield is published for closed-end funds in this snapshot.

Rank in CEF Universe

355 of 358

Lookback

10-year

Data as of

June 30, 2026

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About this snapshot
This is the public July 2026 snapshot. Public snapshots are delayed and frozen: once released, a month's scores do not change, and current data is reserved for members. The July 2026 snapshot is published as the public launch snapshot.

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SORSource Capital, Inc.

20FoeHigh confidence

Snapshot: 2026-06
Data as of: 2026-06-30
Lookback: 10-year
Asset type: Closed-End Fund

IQ Score History

Reconstructed monthly scores are computed from current data and methodology. Published snapshots are the frozen monthly releases, marked on the line. Where the methodology changed, the line is broken rather than joined across the change.

Signals & Drivers

IQ signal scores

Each signal is normalised to 0–100 and combined by weight into the overall IQ Score.

Economic Payout Coverage

8/100

Working Capital Preservation

73/100

Distribution Cut Score

10/100

Distribution Trend

0/100

What is working

Working capital preserved over time

What to watch

Distributions exceed long-term total return
3+ years with a material annual distribution decline
Distributions declining year-over-year

Flags & gates

Yield Trap
Chronic Dist Cuts

Distribution Safety

18Years raised

4Years cut

39Years of data

CutCurrent trend

High confidence (10-year history)

19883.52Held
19893.58Raised
19903.6Raised
19913.6Held
19923.6Held
19933.6Held
19943.6Held
19953.6Held
19963.72Raised
19973.86Raised
19984.62Raised
19990.09Lower total
20007.56Raised
20014.6Lower total
20024.6Held
20033.5Lower total
20044.0Raised
20055.47Raised
20064.74Lower total
20074.04Lower total
20083.5Lower total
20092.0Lower total
20102.4Raised
20113.0Raised
20123.47Raised
20133.0Lower total
20144.2Raised
20154.0Lower total
201635.23Raised
20171.73Cut
20184.2Raised
20191.0Cut
20201.64Raised
20214.791Raised
20222.22Cut
20232.9131Raised
20245.158Raised
20252.4996Cut
20261.2498Partial year

Distributions per year, from the frozen distribution-stability signal. “Lower total” means the calendar-year sum was smaller than the prior year (often a special-distribution rolloff or timing shift), but did not decline more than the engine's 10% material-decline threshold — see Years Cut above for years that did.

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IQ Score is a long-duration quality and distribution-safety classification for income assets. It is research based on historical data, not personal investment advice, and it does not tell you what to buy or sell. Figures reflect a delayed public snapshot and may differ from current data.