Liberty All-Star Equity Fund
USA

$6.75

1.03%

Market Cap: $1.91B

About: Liberty All Star Equity Fund is a closed-end funds and open-end multi-managed fund. Its objective is to provide a high level of current income and long-term capital appreciation through investing primarily 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 6,686 funds

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Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

87% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 38

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

2% more funds holding

Funds holding: 175 [Q1] → 179 (+4) [Q2]

0.9% less ownership

Funds ownership: 11.26% [Q1] → 10.36% (-0.9%) [Q2]

13% less capital invested

Capital invested by funds: $220M [Q1] → $193M (-$27.6M) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for USA.

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Financial journalist opinion

CEF Insights: Liberty All-Star's Multi-Manager Equity Strategies For Income

The multi-manager approach of the Liberty All-Star Growth Fund and Liberty All-Star Equity Fund has helped promote consistent performance and support distributions for over 37 years. Hear from Robert Milas, Director of Research with SS&C ALPS Advisors, the investment manager of the funds. And gain insight into the benefits of this strategy, how ASG and USA are currently positioned, and why the funds fit well in a retirement portfolio.

CEF Insights: Liberty All-Star's Multi-Manager Equity Strategies For Income

Liberty All-Star® Equity Fund July 2024 Monthly Update

BOSTON , Aug. 14, 2024 /PRNewswire/ -- Below is the July 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, July 2024 Investment Approach: Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers.

Liberty All-Star® Equity Fund July 2024 Monthly Update

I Love USA, The Fund Of Big Opportunities

In retirement, you need investments that passively produce income without you having to time the market to make a sale. We discuss an income gem that has repeatedly delivered terrific returns through market pressures. Discover this top-tier investment yielding over 10%, ensuring your retirement remains vibrant.

I Love USA, The Fund Of Big Opportunities

5 Best CEFs This Month For Nearly 9% Yield (July 2024)

For income investors, closed-end funds remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. Closed-end funds, or CEFs, are generally characterized by higher volatility and deeper draw-downs than the broader market. For these reasons, they are not suited for everyone. In this monthly series, we highlight five CEFs with solid track records that pay high distributions and offer “excess” discounts. We try to separate the wheat from the chaff using our filtering process to select just five CEFs every month from around 500 closed-end funds.

5 Best CEFs This Month For Nearly 9% Yield (July 2024)

Liberty All-Star® Equity Fund June 2024 Monthly Update

BOSTON , July 17, 2024 /PRNewswire/ -- Below is the June 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, June 2024 Investment Approach: Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers.

Liberty All-Star® Equity Fund June 2024 Monthly Update

ASG Vs. USA: Equity Funds Paying Higher Distributions Through Managed Plans

ASG and USA are closed-end funds with managed distribution plans, providing higher distributions to income-investors quarterly. Both funds use a multi-manager approach to help manage different sleeves of their portfolio.

ASG Vs. USA: Equity Funds Paying Higher Distributions Through Managed Plans

Liberty All-Star® Equity Fund Declares Distribution

BOSTON , July 8, 2024 /PRNewswire/ --The Board of Trustees of Liberty All-Star Equity Fund (NYSE: USA) has declared a distribution of $0.18 per share payable on September 3, 2024 to shareholders of record on July 19, 2024. 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.

Liberty All-Star® Equity Fund Declares Distribution

USA's 10% Yield: Nudging Novices In The Right Direction

A lot of income-focused investors would miss out on the power of diversified stocks if it weren't for closed-end funds like the Liberty All-Star Equity Fund, currently yielding 10.0%. However, a look under-the-hood reveals this popular fund is only an incremental improvement for many investors, and it omits many of the important qualities that make other funds so attractive. In this report, we review USA (including the strategy, distribution, expenses, leverage, holdings and price versus net asset value), and then conclude with our strong opinion on investing.

USA's 10% Yield: Nudging Novices In The Right Direction

USA: Reduced Real Estate Exposure And Trades At Discount

Liberty All-Star Equity is a high-yield closed-end fund with a 9.8% dividend yield, managed by five different asset managers for a blended strategy of value and growth. The fund's price growth is limited due to high distributions but offers potential for income growth through reinvestment and compounding. USA's reduced real estate exposure and attractive discount to NAV make it a versatile option for retired investors seeking immediate income.

USA: Reduced Real Estate Exposure And Trades At Discount

2 Smart Retirement Funds With +8% Yields

I collect income from individual companies and general sectors. Collecting from both sources is vital for income investors. Retirement that is marked by abundance is my goal.

2 Smart Retirement Funds With +8% Yields

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