Liberty All-Star Equity Fund
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.
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
129% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 34
1.42% less ownership
Funds ownership: 11.48% [Q2] → 10.06% (-1.42%) [Q3]
5% less funds holding
Funds holding: 180 [Q2] → 171 (-9) [Q3]
6% less capital invested
Capital invested by funds: $214M [Q2] → $201M (-$12.8M) [Q3]
38% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 24
100% less funds holding in top 10
Funds holding in top 10: 1 [Q2] → 0 (-1) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for USA.
Financial journalist opinion
Based on 3 articles about USA published over the past 30 days
Neutral
Seeking Alpha
5 days ago
$75,000 Is All You Need To Be Happy
More money doesn't equal more happiness. There is a ceiling to its effect. Research shows that money can make life easier, but other factors bear more weight on happiness. Leverage your portfolio as a tool, not as the boss of your retirement.
Neutral
PRNewsWire
1 week ago
Liberty All-Star® Equity Fund November 2024 Monthly Update
BOSTON , Dec. 13, 2024 /PRNewswire/ -- Below is the November 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, November 2024 Investment Approach: Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers.
Positive
Seeking Alpha
2 weeks ago
2 Income Machines That Keep Pumping Cash
Discover how reliable dividends can transform your portfolio into a consistent income powerhouse. Passive income generation from dividends can take you closer to financial freedom. We discuss our top picks with up to 10% yields for a sustainable retirement.
Neutral
PRNewsWire
1 month ago
Liberty All-Star® Equity Fund October 2024 Monthly Update
BOSTON , Nov. 14, 2024 /PRNewswire/ -- Below is the October 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, October 2024 Investment Approach: Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers.
Neutral
PRNewsWire
1 month ago
Liberty All-Star® Equity Fund Declares Distribution
BOSTON , Nov. 4, 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 January 2, 2025 to shareholders of record on November 15, 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.
Positive
Seeking Alpha
1 month ago
USA? No Thanks
Liberty All-Star Equity offers a high dividend yield but has consistently underperformed its benchmarks, making its high expense ratio unjustifiable. The fund's complex management structure with multiple managers creates friction and contributes to its poor performance compared to ETFs and other mutual funds. USA's 10% dividend yield is attractive to income investors, but it is primarily funded through share sales, limiting price appreciation.
Positive
Seeking Alpha
1 month ago
5 Best CEFs This Month For 9.5% Yield (October 2024)
For income investors, closed-end funds, or CEFs, remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. 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.
Neutral
Business Wire
1 month ago
CTBC Bank USA CEO Noor Menai to Speak at Semafor's World Economy Summit
WASHINGTON--(BUSINESS WIRE)-- #BankCEOs--CTBC Bank USA has announced that its President & CEO Noor Menai will speak this Thursday at the Semafor's World Economic Summit. The conference will be held on October 24-25 at the Gallup Great Hall, Washington, D.C. Menai will present at the global finance session, themed “Emerging Risks in a Time of Transition.” Menai, also a Board Member of Chia Network, will speak on agility and flexibility and how bank playbooks are adapting amidst uncertainty. In a firesid.
Positive
Forbes
2 months ago
The US Consumer Is Healthy And This 10% Dividend Will Profit
Last year, the White House published a blog post titled “As the US Consumer Goes, So Goes the US Economy.”
Neutral
PRNewsWire
2 months ago
Liberty All-Star® Equity Fund September 2024 Monthly Update
BOSTON , Oct. 11, 2024 /PRNewswire/ -- Below is the September 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, September 2024 Investment Approach: Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers.
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