Liberty All-Star Equity Fund

USA

Market cap $1.77B

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

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

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.

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

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 (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.

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.

SpaceX has filed its paperwork to go public, with an offering likely valuing the Elon Musk-founded space company at $1.75 trillion or more. Investors looking to get access to SpaceX stock ahead of the IPO have several options from public companies, mutual funds and ETFs.

There's a clear “disconnect” happening in the US economy right now. And most investors are on the wrong side of it, missing this cheap dividend.

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