Liberty All-Star Equity Fund (USA)
| Market Value | 1.95B |
| Revenue (ttm) | 28.75M |
| Net Income (ttm) | 255.33M |
| Shares Out | 294.77M |
| EPS (ttm) | 0.88 |
| PE Ratio | 7.47 |
| Forward PE | n/a |
| Dividend | $0.71 (10.76%) |
| Ex-Dividend Date | Jul 18, 2025 |
| Volume | 805,607 |
| Open | 6.61 |
| Previous Close | 6.61 |
| Day's Range | 6.56 - 6.62 |
| 52-Week Range | 5.64 - 7.49 |
| Beta | 1.06 |
| Analysts | n/a |
| Price Target | n/a |
| Earnings Date | n/a |
About USA
Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. The fund is co-managed by Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value and growth stocks of large cap companies. The fund benchmar... [Read more]
News
Liberty All-Star® Equity Fund July 2025 Monthly Update
BOSTON--(BUSINESS WIRE)--Liberty All-Star® Equity Fund July 2025 Monthly Update.
What I Wish I Knew Before Investing In Dividend Stocks
Dividend investing has been extremely rewarding for me. However, I have learned several very expensive lessons along the way. I share four very important - yet seldom discussed - lessons in this artic...
Liberty All-Star® Equity Fund June 2025 Monthly Update
BOSTON--(BUSINESS WIRE)--Below is the June 2025 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, June 2025 Investment Approach:...
USA: A Strong High-Yield CEF Option
Liberty All-Star Equity Fund offers exposure to top U.S. tech stocks, benefiting from AI growth and a pro-cyclical market environment. Falling inflation and new trade deals have boosted U.S. market co...
Liberty All-Star® Equity Fund Declares Distribution
BOSTON--(BUSINESS WIRE)--The Board of Trustees of Liberty All-Star Equity Fund (NYSE: USA) has declared a distribution of $0.18 per share payable on September 2, 2025 to shareholders of record on July...
USA: Losing Its Steam Due To Macro-Uncertainty (Rating Downgrade)
USA offers a high 10% yield and tax-efficient distributions, appealing to income-focused investors, but relies solely on portfolio growth for payouts. The fund now trades at a 3.4% discount to NAV, wi...
USA: Nearly 9% Income, Narrow Discount And Decent Long-Term Performance
Liberty All-Star Equity Fund offers high income (nearly 9% yield) via a managed 10% NAV distribution but lags S&P 500 in total returns. The fund is diversified, uses no leverage, and is managed by fiv...
Liberty All-Star® Equity Fund April 2025 Monthly Update
BOSTON--(BUSINESS WIRE)--Below is the April 2025 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, April 2025 Investment Approac...
USA: A Historical Underperformer, But Value-Orientation Might Be Appealing
The Liberty All-Star Equity Fund offers a high 9.20% yield, significantly above major American equity indices, making it attractive for income-seeking investors. Despite its high yield, the fund has u...
Liberty All-Star® Equity Fund March 2025 Monthly Update
BOSTON , April 15, 2025 /PRNewswire/ -- Below is the March 2025 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, March 2025 Inv...
Liberty All-Star® Equity Fund February 2025 Monthly Update
BOSTON , March 14, 2025 /PRNewswire/ -- Below is the February 2025 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, February 20...
USA: Delivers A High Yield Without Sacrificing Tech Exposure
Liberty All-Star Equity Fund offers a 9.7% dividend yield, ideal for income-focused investors, with a diverse portfolio of high-quality large-cap companies. Despite recent interest rate outlook shifts...
Liberty All-Star® Equity Fund January 2025 Monthly Update
BOSTON , Feb. 14, 2025 /PRNewswire/ -- Below is the January 2025 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, January 2025 ...
2 Bright Yields Up To 10%
Your expenses will never stop coming; meet them head-on with valuable income. U.S. GDP per capita is a powerful indicator of total wealth generation. I continue to encourage you to have a large exposu...
Where I'd Invest $500,000 Today, For My Retirement Income
Starting a new investing method? Let's see how I would start building my income portfolio from the ground up. Income is a massive priority – capital preservation and growth are key as well. We dig int...
USA: Why I Just Doubled My Position
Liberty All-Star Equity offers a unique blend of high dividend yield (10%) and substantial tech exposure, including Microsoft, Nvidia, and Amazon. The fund's 2024 performance was strong, with a 20.7% ...
Liberty All-Star® Equity Fund December 2024 Monthly Update
BOSTON , Jan. 14, 2025 /PRNewswire/ -- Below is the December 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, December 202...
USA: Better Alternatives Available (Downgrade)
Liberty All-Star Equity has underperformed compared to a DIY portfolio using the SPY ETF, confirming my 2023 prediction. Some of USA's 'value' managers actually hold high P/E stocks, making the fund v...
How I Plan To Invest $700,000 To Pay Bills With Dividends Forever
A portfolio of $700,000 is large enough to produce an annual dividend income that matches the national average individual income of $64,000. I prioritize high-yield investments like BDCs, REITs, MLPs,...
$75,000 Is All You Need To Be Happy
More money doesn't equal more happiness. There is a ceiling to its effect. Research shows that money can make life easier, but other factors bear more weight on happiness. Leverage your portfolio as a...
Liberty All-Star® Equity Fund November 2024 Monthly Update
BOSTON , Dec. 13, 2024 /PRNewswire/ -- Below is the November 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, November 202...
2 Income Machines That Keep Pumping Cash
Discover how reliable dividends can transform your portfolio into a consistent income powerhouse. Passive income generation from dividends can take you closer to financial freedom. We discuss our top ...
Liberty All-Star® Equity Fund October 2024 Monthly Update
BOSTON , Nov. 14, 2024 /PRNewswire/ -- Below is the October 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, October 2024 ...
USA? No Thanks
Liberty All-Star Equity offers a high dividend yield but has consistently underperformed its benchmarks, making its high expense ratio unjustifiable. The fund's complex management structure with multi...
5 Best CEFs This Month For 9.5% Yield (October 2024)
For income investors, closed-end funds, or CEFs, remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. CEFs are generall...