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    Liberty All-Star Equity Fund

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    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.

    IPO Year: 1986

    Exchange: NYSE

    Website: all-starfunds.com/fundfacts-usa.php

    Recent Analyst Ratings for Liberty All-Star Equity Fund

    DatePrice TargetRatingAnalyst
    8/17/2021$2.29 → $1.14Hold → Sell
    Stifel
    See more ratings

    Liberty All-Star Equity Fund Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

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    • Americas Gold And Silver downgraded by Stifel with a new price target

      Stifel downgraded Americas Gold And Silver from Hold to Sell and set a new price target of $1.15 from $2.30 previously

      8/17/21 11:45:50 AM ET
      $USA
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    Liberty All-Star Equity Fund Financials

    Live finance-specific insights

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    • Liberty All-Star® Equity Fund March 2025 Monthly Update

      BOSTON, April 15, 2025 /PRNewswire/ -- Below is the March 2025 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity FundTicker: USAMonthly Update, March 2025 Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles. Investment Managers:Value Managers: Aristotle Capital Management, LL

      4/15/25 8:42:00 AM ET
      $USA
      Finance Companies
      Finance
    • Liberty All-Star® Equity Fund Declares Distribution

      BOSTON, April 7, 2025 /PRNewswire/ -- The Board of Trustees of Liberty All-Star Equity Fund (NYSE: USA) has declared a distribution of $0.15 per share payable on June 2, 2025 to shareholders of record on April 17, 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. A portion of the distribution may be treated as paid from sources other than net income, including but not limited to short-term capital gain, long-term capital gain and return of capital. The final determination of the source of all distrib

      4/7/25 12:00:00 PM ET
      $USA
      Finance Companies
      Finance
    • 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 FundTicker: USAMonthly Update, February 2025 Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles. Investment Managers:Value Managers: Aristotle Capital Manageme

      3/14/25 1:01:00 PM ET
      $USA
      Finance Companies
      Finance
    • 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 FundTicker: USAMonthly Update, January 2025 Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles. Investment Managers:Value Managers: Aristotle Capital Management,

      2/14/25 3:35:00 PM ET
      $USA
      Finance Companies
      Finance
    • 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 FundTicker: USAMonthly Update, December 2024 Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles. Investment Managers:Value Managers: Aristotle Capital Managemen

      1/14/25 5:54:00 PM ET
      $USA
      Finance Companies
      Finance
    • 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. A portion of the distribution may be treated as paid from sources other than net income, including but not limited to short-term capital gain, long-term capital gain and return of capital. The final determination of the source of all dis

      1/13/25 12:00:00 PM ET
      $USA
      Finance Companies
      Finance
    • 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 FundTicker: USAMonthly Update, November 2024 Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles. Investment Managers:Value Managers: Aristotle Capital Managemen

      12/13/24 4:21:00 PM ET
      $USA
      Finance Companies
      Finance
    • 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 FundTicker: USAMonthly Update, October 2024 Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles. Investment Managers:Value Managers: Aristotle Capital Management,

      11/14/24 1:59:00 PM ET
      $USA
      Finance Companies
      Finance
    • 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. A portion of the distribution may be treated as paid from sources other than net income, including but not limited to short-term capital gain, long-term capital gain and return of capital. The final determination of the source of all di

      11/4/24 12:00:00 PM ET
      $USA
      Finance Companies
      Finance
    • 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 FundTicker: USAMonthly Update, September 2024 Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles. Investment Managers:Value Managers: Aristotle Capital Managem

      10/11/24 1:28:00 PM ET
      $USA
      Finance Companies
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    Liberty All-Star Equity Fund Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

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    • SEC Form 3 filed by new insider Hoopes Jennifer

      3 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      2/21/25 1:45:22 PM ET
      $USA
      Finance Companies
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    • SEC Form 5 filed by Milas Robert

      5 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      2/13/25 12:41:25 PM ET
      $USA
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      Finance
    • SEC Form 5 filed by Haley Mark T

      5 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      2/12/25 10:41:20 AM ET
      $USA
      Finance Companies
      Finance
    • SEC Form 5 filed by Irvin Milton M

      5 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      2/12/25 10:34:59 AM ET
      $USA
      Finance Companies
      Finance
    • SEC Form 5 filed by Neuhauser John J

      5 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      2/12/25 10:26:24 AM ET
      $USA
      Finance Companies
      Finance
    • SEC Form 3 filed by new insider Meyer Gina (Amendment)

      3/A - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      6/10/24 11:22:13 AM ET
      $USA
      Finance Companies
      Finance
    • SEC Form 3 filed by new insider Meyer Gina

      3 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      6/10/24 11:11:16 AM ET
      $USA
      Finance Companies
      Finance
    • Burke Edmund J bought $28,344 worth of Shares of Beneficial Interest (4,000 units at $7.09), increasing direct ownership by 160% to 6,500 units (SEC Form 4)

      4 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      3/26/24 6:27:37 PM ET
      $USA
      Finance Companies
      Finance
    • Milas Robert bought $9,901 worth of Shares of Beneficial Interest (1,450 units at $6.83), increasing direct ownership by 276% to 1,975 units (SEC Form 4)

      4 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      3/13/24 11:51:27 AM ET
      $USA
      Finance Companies
      Finance
    • Usifer Maureen K bought $15,002 worth of Shares of Beneficial Interest (2,200 units at $6.82), increasing direct ownership by 50% to 6,600 units (SEC Form 4)

      4 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      3/12/24 6:44:25 PM ET
      $USA
      Finance Companies
      Finance

    Liberty All-Star Equity Fund Press Releases

    Fastest customizable press release news feed in the world

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    • Liberty All-Star® Equity Fund March 2025 Monthly Update

      BOSTON, April 15, 2025 /PRNewswire/ -- Below is the March 2025 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity FundTicker: USAMonthly Update, March 2025 Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles. Investment Managers:Value Managers: Aristotle Capital Management, LL

      4/15/25 8:42:00 AM ET
      $USA
      Finance Companies
      Finance
    • Liberty All-Star® Equity Fund Declares Distribution

      BOSTON, April 7, 2025 /PRNewswire/ -- The Board of Trustees of Liberty All-Star Equity Fund (NYSE: USA) has declared a distribution of $0.15 per share payable on June 2, 2025 to shareholders of record on April 17, 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. A portion of the distribution may be treated as paid from sources other than net income, including but not limited to short-term capital gain, long-term capital gain and return of capital. The final determination of the source of all distrib

      4/7/25 12:00:00 PM ET
      $USA
      Finance Companies
      Finance
    • 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 FundTicker: USAMonthly Update, February 2025 Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles. Investment Managers:Value Managers: Aristotle Capital Manageme

      3/14/25 1:01:00 PM ET
      $USA
      Finance Companies
      Finance
    • 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 FundTicker: USAMonthly Update, January 2025 Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles. Investment Managers:Value Managers: Aristotle Capital Management,

      2/14/25 3:35:00 PM ET
      $USA
      Finance Companies
      Finance
    • 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 FundTicker: USAMonthly Update, December 2024 Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles. Investment Managers:Value Managers: Aristotle Capital Managemen

      1/14/25 5:54:00 PM ET
      $USA
      Finance Companies
      Finance
    • 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. A portion of the distribution may be treated as paid from sources other than net income, including but not limited to short-term capital gain, long-term capital gain and return of capital. The final determination of the source of all dis

      1/13/25 12:00:00 PM ET
      $USA
      Finance Companies
      Finance
    • 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 FundTicker: USAMonthly Update, November 2024 Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles. Investment Managers:Value Managers: Aristotle Capital Managemen

      12/13/24 4:21:00 PM ET
      $USA
      Finance Companies
      Finance
    • 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 FundTicker: USAMonthly Update, October 2024 Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles. Investment Managers:Value Managers: Aristotle Capital Management,

      11/14/24 1:59:00 PM ET
      $USA
      Finance Companies
      Finance
    • 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. A portion of the distribution may be treated as paid from sources other than net income, including but not limited to short-term capital gain, long-term capital gain and return of capital. The final determination of the source of all di

      11/4/24 12:00:00 PM ET
      $USA
      Finance Companies
      Finance
    • 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 FundTicker: USAMonthly Update, September 2024 Investment Approach:Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers. Those selected demonstrate a consistent investment philosophy, decision making process, continuity of key people and above-average long-term results compared to managers with similar styles. Investment Managers:Value Managers: Aristotle Capital Managem

      10/11/24 1:28:00 PM ET
      $USA
      Finance Companies
      Finance

    Liberty All-Star Equity Fund Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

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    • Burke Edmund J bought $28,344 worth of Shares of Beneficial Interest (4,000 units at $7.09), increasing direct ownership by 160% to 6,500 units (SEC Form 4)

      4 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      3/26/24 6:27:37 PM ET
      $USA
      Finance Companies
      Finance
    • Milas Robert bought $9,901 worth of Shares of Beneficial Interest (1,450 units at $6.83), increasing direct ownership by 276% to 1,975 units (SEC Form 4)

      4 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      3/13/24 11:51:27 AM ET
      $USA
      Finance Companies
      Finance
    • Usifer Maureen K bought $15,002 worth of Shares of Beneficial Interest (2,200 units at $6.82), increasing direct ownership by 50% to 6,600 units (SEC Form 4)

      4 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      3/12/24 6:44:25 PM ET
      $USA
      Finance Companies
      Finance
    • Haley Mark T bought $9,688 worth of Shares of Beneficial Interest (1,600 units at $6.05), increasing direct ownership by 1% to 127,029 units (SEC Form 4)

      4 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      12/11/23 2:20:24 PM ET
      $USA
      Finance Companies
      Finance
    • Haley Mark T bought $3,058 worth of Shares of Beneficial Interest (500 units at $6.12), increasing direct ownership by 0.40% to 125,429 units (SEC Form 4)

      4 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      11/6/23 3:45:41 PM ET
      $USA
      Finance Companies
      Finance
    • SEC Form 4: Milas Robert bought $3,023 worth of Shares of Beneficial Interest (500 units at $6.05) (Amendment)

      4/A - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      9/19/23 10:00:03 AM ET
      $USA
      Finance Companies
      Finance
    • SEC Form 4: Milas Robert bought $3,023 worth of Shares of Beneficial Interest (500 units at $6.05)

      4 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)

      9/19/23 9:47:49 AM ET
      $USA
      Finance Companies
      Finance

    Liberty All-Star Equity Fund SEC Filings

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    • SEC Form N-CEN filed by Liberty All-Star Equity Fund

      N-CEN - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)

      3/14/25 11:39:24 AM ET
      $USA
      Finance Companies
      Finance
    • SEC Form N-CSR filed by Liberty All-Star Equity Fund

      N-CSR - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)

      3/7/25 12:14:19 PM ET
      $USA
      Finance Companies
      Finance
    • SEC Form 40-17G filed by Liberty All-Star Equity Fund

      40-17G - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)

      12/23/24 1:09:24 PM ET
      $USA
      Finance Companies
      Finance
    • SEC Form N-30B-2 filed by Liberty All-Star Equity Fund

      N-30B-2 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)

      11/22/24 5:25:00 PM ET
      $USA
      Finance Companies
      Finance
    • SEC Form N-CSRS filed by Liberty All-Star Equity Fund

      N-CSRS - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)

      8/30/24 4:00:00 PM ET
      $USA
      Finance Companies
      Finance
    • SEC Form N-PX filed by Liberty All-Star Equity Fund

      N-PX - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)

      8/29/24 11:06:06 AM ET
      $USA
      Finance Companies
      Finance
    • SEC Form DEFA14A filed by Liberty All-Star Equity Fund

      DEFA14A - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)

      6/27/24 5:28:41 PM ET
      $USA
      Finance Companies
      Finance
    • SEC Form DEF 14A filed by Liberty All-Star Equity Fund

      DEF 14A - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)

      6/27/24 4:20:01 PM ET
      $USA
      Finance Companies
      Finance
    • SEC Form PRE 14A filed by Liberty All-Star Equity Fund

      PRE 14A - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)

      6/14/24 3:15:12 PM ET
      $USA
      Finance Companies
      Finance
    • SEC Form N-30B-2 filed by Liberty All-Star Equity Fund

      N-30B-2 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)

      6/5/24 11:06:37 AM ET
      $USA
      Finance Companies
      Finance