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USA

Liberty All-Star Equity Fund

Financial Services — Asset Management

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.

None
$5.76
$-0.01 (-0.17%)

Price History

52-Week Range
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Fundamentals

Market Cap$1.81B
P/E Ratio (TTM)10.46
Forward P/E586.00
EPS (TTM)$0.56
Dividend Yield11.68%
Profit Margin553.41%
Revenue Growth-9.80%
ROE8.25%
Debt/Equity5.23
Recommendation None
Analyst Target-
Analysts-
Next Earnings -
Indexes -

Technical Indicators

RSI (14)56.5
Beta0.97
SMA 20-
SMA 40-
52-Week High$6.96
52-Week Low$5.40
50-Day Avg$5.78
200-Day Avg$6.02
Avg Volume$1.29M
Volume63.8K

Performance Analysis

NEUTRAL

USA presents a mixed picture with both positive and negative indicators.

~ Trading at 23% of its 52-week range.
+ RSI at 56.5 shows positive momentum.
- Price is below both the 50-day and 200-day moving averages — in a downtrend.
+ P/E of 10.5 suggests the stock may be undervalued.
- Revenue declined 9.8% year-over-year.
+ Healthy profit margin of 553.4%.
~ Wall Street consensus is "none".

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Last updated: Jul 02, 2026 13:36 UTC

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