Liberty All-Star Equity Fund
About: Liberty All Star Equity Fund is a multi-managed fund. Its objective is to provide a high level of current income and long-term capital appreciation through investing principally in a diversified portfolio of equity securities. The fund invests in various sectors, including financials, information technology, healthcare, consumer discretionary, consumer staples, industrials, energy, materials, real estate, utilities, telecommunication, and other services.
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Funds holding %
of 7,323 funds
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Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
114% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 35
14% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 22
2% more capital invested
Capital invested by funds: $204M [Q4 2024] → $209M (+$4.46M) [Q1 2025]
0.88% more ownership
Funds ownership: 10.4% [Q4 2024] → 11.28% (+0.88%) [Q1 2025]
2% less funds holding
Funds holding: 188 [Q4 2024] → 184 (-4) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for USA.
Financial journalist opinion
Based on 4 articles about USA published over the past 30 days
Neutral
Seeking Alpha
4 days ago
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 article.
Neutral
Business Wire
2 weeks ago
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: Fund Style: Large-Cap Core Fund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styl.
Positive
Seeking Alpha
2 weeks ago
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 confidence, supporting the fund's upside potential and dividend growth outlook. The fund provides a 10% yield, paid quarterly, using a covered call strategy, and currently trades at a 2.4% discount to NAV.
Neutral
Business Wire
3 weeks ago
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 18, 2025. This distribution is in accordance with the Fund's current distribution policy of paying distributions on its shares totaling approximately 10 percent of its net asset value per year, payable in four quarterly installments of 2.5 percent. A portion of the distribution may be treated as p.
Neutral
Seeking Alpha
1 month ago
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, wider than its historical average, reflecting recent underperformance and market uncertainty. USA underperforms broad market ETFs over the long term, as its distribution policy limits capital appreciation and may not suit growth-oriented investors.
Positive
Seeking Alpha
1 month ago
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 five sub-advisors blending growth and value styles, with 90% U.S. exposure. USA trades at a slight discount to NAV, but its aggressive payout policy limits NAV growth, especially in prolonged downturns.
Neutral
Business Wire
2 months ago
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 Approach: Fund Style: Large-Cap Core Fund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar st.
Positive
Seeking Alpha
2 months ago
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 underperformed the S&P 500 Index over the past 30 years, which is disappointing considering that some of its peers consistently beat it. The fund's unique structure with multiple managers and a 60/40 value-to-growth split provides diversification but has contributed to its underperformance compared to peers.
Neutral
PRNewsWire
3 months ago
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 Investment Approach: Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers.
Neutral
PRNewsWire
3 months ago
Liberty All-Star® Equity Fund Declares Distribution
BOSTON , April 7, 2025 /PRNewswire/ -- The Board of Trustees of Liberty All-Star Equity Fund (NYSE: USA) has declared a distribution of $0.15 per share payable on June 2, 2025 to shareholders of record on April 17, 2025. This distribution is in accordance with the Fund's current distribution policy of paying distributions on its shares totaling approximately 10 percent of its net asset value per year, payable in four quarterly installments of 2.5 percent.
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