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Liberty All-Star Equity Fund

USA

Market cap $1.81B

5.86 USD

-0.02

0.34%

At close Updated Sep 14, 3:59 PM EDT

1 day

-0.34%

5 days

-1.68%

1 month

-3.46%

3 months

-0.17%

6 months

2.63%

Year to date

-6.69%

1 year

-9.57%

5 years

-34.3%

10 years

15.81%

About: Liberty All Star Equity Fund is a diversified, closed-end management investment company. 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.

Financials Asset Management

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 42.9%

Neutral 57.1%

Negative 0%

USA: Lagging The S&P Is Exactly Why I'm Still Saying Buy

The Liberty All-Star Equity Fund remains a Buy, with a widened discount (~12.3%) enhancing its appeal for long-term income investors. USA's balanced GARP, value, and defensive tilt dampen volatility and preserve NAV, though it lags in narrow tech-led rallies. Recent portfolio drift modestly increases tech and AI exposure while trimming mid-cyclicals, aligning with a higher-rate environment.

USA: Lagging The S&P Is Exactly Why I'm Still Saying Buy

Liberty All-Star® Equity Fund July 2026 Monthly Update

BOSTON--(BUSINESS WIRE)--Liberty All-Star® Equity Fund July 2026 Monthly Update.

Liberty All-Star® Equity Fund July 2026 Monthly Update

I Am Buying +10% Yields At Big Discounts To Boost My Income

Income Method practitioners view lower market valuations as a net positive, directly compounding total cash generation via automated monthly dividend reinvestment. Acquiring closed-end vehicles at heavy secondary market discounts to Net Asset Value automatically juices the actual distribution yield on your cash. USA offers a vehicle to capture diversified large-cap equity exposure with a value-tilted mandate.

I Am Buying +10% Yields At Big Discounts To Boost My Income

Liberty All-Star® Equity Fund June 2026 Monthly Update

BOSTON--(BUSINESS WIRE)--Liberty All-Star® Equity Fund June 2026 Monthly Update.

Liberty All-Star® Equity Fund June 2026 Monthly Update

The 11.6% Dividend Fueled By America's “Quiet Boom”

As America celebrates its 250th, there's something happening inside its economy that's not getting enough attention.

The 11.6% Dividend Fueled By America's “Quiet Boom”

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 $0.17 per share payable on August 31, 2026 to shareholders of record on July 16, 2026. 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 pai.

Liberty All-Star® Equity Fund Declares Distribution

Liberty All-Star® Equity Fund May 2026 Monthly Update

BOSTON--(BUSINESS WIRE)--Liberty All-Star® Equity Fund May 2026 Monthly Update.

Liberty All-Star® Equity Fund May 2026 Monthly Update

Liberty All-Star® Equity Fund Announces New Portfolio Manager

BOSTON--(BUSINESS WIRE)--The Board of Trustees of Liberty All-Star Equity Fund (NYSE: USA) has appointed Loomis, Sayles & Company, L.P. (“Loomis Sayles”) as one of the Fund's five investment managers effective June 15, 2026 replacing Sustainable Growth Advisers, LP. The investment team at Loomis Sayles, led by Aziz Hamzaogullari, CFA, practices a large capitalization growth investment style which seeks to invest in high-quality businesses with sustainable competitive advantages and profitab.

Liberty All-Star® Equity Fund Announces New Portfolio Manager

USA: Extremely Disappointing Performance (Double Downgrade)

Liberty All-Star Equity Fund (USA) is downgraded to a sell due to persistent NAV underperformance despite strong market rallies. USA's total return lags the S&P 500 and peers, with a 14.7% price drop and 4.5% negative total return over twelve months. The fund's multi-manager approach and 0.91% expense ratio have failed to deliver capital appreciation or resilient payouts.

USA: Extremely Disappointing Performance (Double Downgrade)

Mega Dividends And Growth: Win Big With Up To 11% Yield

Growth darlings prioritize speculative future multiples, while value sectors deliver reliable, current cash flow straight to your wallet. A handful of mega-cap tech firms account for nearly 40% of the entire S&P 500 value. The extreme gap between market-cap weighting and equal weighting matches the absolute apex of the Dot-com bubble.

Mega Dividends And Growth: Win Big With Up To 11% Yield

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