Liberty All-Star Equity Fund (USA) Stock Price, News & Analysis

Company Overview

Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. The fund is co-managed by Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value and growth stocks of large cap companies. The fund benchmarks the performance of its portfolio against the Lipper Large-Cap Core Mutual Fund Average, the Dow Jones Industrial Average, the NASDAQ Composite Index, and the S&P 500 Index. Liberty All Star Equity Fund was formed on October 31, 1986 and is domiciled in the United States.

Key Stats

• Today's Range: $6.78 to $6.98
• 50-Day Range: $6.82 to $7.33
• 52-Week Range: $6.27 to $7.49
• Volume: 795,617 shs
• Average Volume: 700,222 shs
• Market Capitalization: $1.85 billion
• P/E Ratio: N/A
• Dividend Yield: 10.41%
• Price Target: N/A
• Consensus Rating: N/A

USA Stock Analysis - Frequently Asked Questions

How have USA shares performed this year?

Liberty All-Star Equity Fund's stock was trading at $6.95 at the beginning of 2025. Since then, USA shares have decreased by 1.9% and is now trading at $6.82.
View the best growth stocks for 2025 here.

Who are Liberty All-Star Equity Fund's major shareholders?

Liberty All-Star Equity Fund's top institutional shareholders include LPL Financial LLC (1.35%), Raymond James Financial Inc. (0.92%), Raymond James Financial Inc. (0.92%) and Bensler LLC (0.59%). Insiders that own company stock include Mark T Haley, Milton M Irvin, Maureen K Usifer, Edmund J Burke and Robert Milas.
View institutional ownership trends.

How do I buy shares of Liberty All-Star Equity Fund?

Shares of USA stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Liberty All-Star Equity Fund own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Liberty All-Star Equity Fund investors own include Medtronic (MDT), JPMorgan Equity Premium Income ETF (JEPI), JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), Ares Capital (ARCC), Reaves Utility Income Fund (UTG), Main Street Capital (MAIN) and Enterprise Products Partners (EPD).

Company Calendar

• Ex-Dividend for 1/2 Dividend: 11/15/2024
• Dividend Payable: 1/02/2025
• Ex-Dividend for 3/10 Dividend: 1/24/2025
• Today: 3/03/2025
• Next Earnings (Estimated): 3/03/2025
• Dividend Payable: 3/10/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Investment offices, not elsewhere classified
• Sub-Industry: Financial Services
• Current Symbol: NYSE:USA
• CIK: 799195
• Web: www.all-starfunds.com
• Phone: 303-623-2577
• Fax: N/A
• Employees: N/A
• Year Founded: N/A

Profitability

• EPS (Most Recent Fiscal Year): N/A
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: N/A
• Net Margins: N/A
• Pretax Margin: N/A
• Return on Equity: N/A
• Return on Assets: N/A

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: N/A
• Quick Ratio: N/A

Sales & Book Value

• Annual Sales: $355.30 million
• Price / Sales: 5.20
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: N/A
• Price / Book: N/A

Miscellaneous

• Outstanding Shares: 270,857,000
• Free Float: 270,613,000
• Market Cap: $1.85 billion
• Optionable: Not Optionable
• Beta: 1.17