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 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 7,398 funds
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Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
94% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 18
10% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 40
6% more funds holding
Funds holding: 174 [Q3] → 185 (+11) [Q4]
1% more capital invested
Capital invested by funds: $202M [Q3] → $204M (+$2.21M) [Q4]
0.27% more ownership
Funds ownership: 10.11% [Q3] → 10.37% (+0.27%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for USA.
Financial journalist opinion
Neutral
PRNewsWire
3 weeks ago
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 2025 Investment Approach: Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers.
Positive
Seeking Alpha
1 month ago
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, USA remains a buy due to its strong mix of growth and value holdings, particularly in the tech sector. The fund's NAV has recovered post-pandemic, and its managed distribution policy ensures tax-efficient income, with a beneficial DRIP program for long-term investors.
Neutral
PRNewsWire
1 month ago
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 Investment Approach: Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers.
Positive
Seeking Alpha
2 months ago
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 exposure to the U.S. economy.
Positive
Seeking Alpha
2 months ago
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 into different sectors and our outlook on their future.
Positive
Seeking Alpha
2 months ago
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% market price return and a 14.1% net asset value gain. Selling at a low 1.16% premium to NAV, the fund has significant re-rating potential if tech continues to perform well in 2025.
Neutral
PRNewsWire
2 months ago
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 2024 Investment Approach: Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers.
Neutral
PRNewsWire
2 months ago
Liberty All-Star® Equity Fund Declares Distribution
BOSTON , Jan. 13, 2025 /PRNewswire/ -- The Board of Trustees of Liberty All-Star Equity Fund (NYSE: USA) has declared a distribution of $0.17 per share payable on March 10, 2025 to shareholders of record on January 24, 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.
Neutral
Seeking Alpha
2 months ago
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 vulnerable to market shocks, with an overall portfolio valuation higher than the market. I recommend high-yield alternatives like the QDPL for a 4x dividend yield of the SPY and 85–90% of total returns or the JAAA for equity-like returns with low volatility.
Positive
Seeking Alpha
2 months ago
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, and option ETFs to achieve a substantial income stream, accepting less capital appreciation in exchange for higher income. A diversified portfolio of 15 holdings, including tech-heavy funds and income-focused assets, can replace a job income, providing financial security and flexibility.
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