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
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 8/17/2021 | $2.29 → $1.14 | Hold → Sell | Stifel |
Stifel downgraded Americas Gold And Silver from Hold to Sell and set a new price target of $1.15 from $2.30 previously
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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
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
BOSTON, Sept. 18, 2024 /PRNewswire/ -- Below is the August 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity FundTicker: USAMonthly Update, August 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,
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 FundTicker: USAMonthly Update, July 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, LLCF
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 FundTicker: USAMonthly Update, June 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, LLCFi
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. 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 distr
BOSTON, June 14, 2024 /PRNewswire/ -- Below is the May 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity FundTicker: USAMonthly Update, May 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, LLCFidu
BOSTON, May 14, 2024 /PRNewswire/ -- Below is the April 2024 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA) Liberty All-Star Equity FundTicker: USA Monthly Update, April, 2024 Investment Approach: Fund Style: Large-Cap Core Fund 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:
BOSTON, April 12, 2024 /PRNewswire/ -- Below is the March 2024 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA) Liberty All-Star Equity FundTicker: USAMonthly Update, March, 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 Ma
BOSTON, April 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 June 3, 2024 to shareholders of record on April 19, 2024 (ex-dividend date of April 18, 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 deter
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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
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
BOSTON, Sept. 18, 2024 /PRNewswire/ -- Below is the August 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity FundTicker: USAMonthly Update, August 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,
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 FundTicker: USAMonthly Update, July 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, LLCF
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 FundTicker: USAMonthly Update, June 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, LLCFi
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. 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 distr
BOSTON, June 14, 2024 /PRNewswire/ -- Below is the May 2024 Monthly Update for the Liberty All-Star Equity Fund (NYSE: USA). Liberty All-Star Equity FundTicker: USAMonthly Update, May 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, LLCFidu
BOSTON, May 14, 2024 /PRNewswire/ -- Below is the April 2024 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA) Liberty All-Star Equity FundTicker: USA Monthly Update, April, 2024 Investment Approach: Fund Style: Large-Cap Core Fund 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:
BOSTON, April 12, 2024 /PRNewswire/ -- Below is the March 2024 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA) Liberty All-Star Equity FundTicker: USAMonthly Update, March, 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 Ma
BOSTON, April 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 June 3, 2024 to shareholders of record on April 19, 2024 (ex-dividend date of April 18, 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 deter
https://www.reuters.com/world/middle-east/ukmto-receives-report-incident-50nm-northeast-uaes-fujairah-2024-04-13/
Wednesday marks the last chance for investors to receive the next dividend payout from Liberty All Star Equity (NYSE:USA). What's Happening The company announced on Monday that it would pay shareholders a quarterly dividend of 17 cents per share. On Thursday, Liberty All Star Equity will go ex-dividend, meaning the stock will trade lower to reflect that payout. In other words, the stock will likely open 17 cents lower than it would have opened on any other day. In order to be eligible to receive a company's dividend, shareholders must own the stock prior to the ex-dividend date—in this case, Thursday. Shareholders who own USA as of the end of Wednesday's session are eligible to receive the
Wednesday marks the last chance for investors to receive the next dividend payout from Liberty All Star Equity (NYSE:USA). What's Happening The company announced on Monday that it would pay shareholders a quarterly dividend of 15 cents per share. On Thursday, Liberty All Star Equity will go ex-dividend, meaning the stock will trade lower to reflect that payout. In other words, the stock will likely open 15 cents lower than it would have opened on any other day. In order to be eligible to receive a company's dividend, shareholders must own the stock prior to the ex-dividend date—in this case, Thursday. Shareholders who own USA as of the end of Wednesday's session are eligible to receive the
- Reuters
During Monday's trading, 1214 companies set new 52-week lows. Facts of Interest About Today's 52-Week Lows: The largest company by market cap to set a new 52-week low was Microsoft (NASDAQ:MSFT). Quoin Pharmaceuticals (NASDAQ:QNRX) was the smallest company by market cap to set a new 52-week low. DexCom (NASDAQ:DXCM)'s stock fell the most, as it traded down 76.5% to reach a new 52-week low. La Jolla Pharmaceutical (NASDAQ:LJPC)'s stock made the biggest bounce back, actually moving up 0.0% shortly after hitting a new 52-week low. On Monday, the following stocks broke to new 52-week lows: Bank of America (NYSE:BAC) stock hit a yearly low of $31.99. The stock was down 3.01% for th
-WSJ
Wednesday marks the last chance for investors to receive the next dividend payout from Liberty All Star Equity (NYSE:USA). What's Happening The company announced on Monday that it would pay shareholders a quarterly dividend of $0.18 per share. On Thursday, Liberty All Star Equity will go ex-dividend, meaning the stock will trade lower to reflect that payout. In other words, the stock will likely open $0.18 lower than it would have opened on any other day. In order to be eligible to receive a company's dividend, shareholders must own the stock prior to the ex-dividend date—in this case, Thursday. Shareholders who own USA as of the end of Wednesday's session are eligible to receive the $0.18