Liberty All-Star Equity Fund (USA) Research
The Liberty All-Star Equity Fund operates as a closed-end investment vehicle focused on equities. ALPS Advisers, Inc. serves as its principal manager, with co-management responsibilities shared among Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. The fund's strategy involves allocating capital to public companies within the United States, specifically targeting a diverse array of sectors. Its primary focus is on large-capitalization stocks, embracing both value and growth investment philosophies. To assess its performance, the fund compares 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. This U.S.-domiciled fund was established on October 31, 1986.
Market snapshot
- Symbol
- USA
- Price
- $5.80
- Day change
- +0.87%
- Market cap
- $1.7B
- P/E ratio
- 10.42x
- 52-week range
- 5.4-6.96
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Brandes International Equity Fund (BIECX)
- SRH Total Return Fund, Inc. (BIF)
- Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV)
- Kayne Anderson Energy Infrastructure Fund, Inc. (KYN)
- Nuveen Municipal Value Fund, Inc. (NUV)
- Pimco Dynamic Income Opportunities Fund (PDO)
- John Hancock Classic Value Fund (PZFVX)
- Pear Tree Polaris Foreign Value Fund (QFVOX)
Recent insider activity
- HALEY MARK T — P-Purchase (2000 shares) on 2026-06-03
- HALEY MARK T — P-Purchase (356 shares) on 2026-06-02
- MILAS ROBERT — P-Purchase (1700 shares) on 2026-05-08
- MILAS ROBERT — trade (0 shares) on 2025-12-31
- Irvin Milton M — trade (0 shares) on 2025-12-31
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