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 |
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4 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Issuer)
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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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Below is the June 2026 Monthly Update for the Liberty All-Star Equity Fund (NYSE:USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, June 2026 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: Aristotle Capital Management, LLC Fiduciary Management, Inc. Pzena Investment Management, LLC Growth Managers: Loomis, Sayles & Company, L.P. TCW Investment Mana
The Board of Trustees of Liberty All-Star Equity Fund (NYSE:USA) has declared a distribution of $0.17 per share payable on August 31, 2026 to shareholders of record on July 16, 2026. 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 distributions in 2026 for tax reporting pur
Below is the May 2026 Monthly Update for the Liberty All-Star Equity Fund (NYSE:USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, May 2026 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: Aristotle Capital Management, LLC Fiduciary Management, Inc. Pzena Investment Management, LLC Growth Managers: Sustainable Growth Advisers, LP TCW Investment Manag
The Board of Trustees of Liberty All-Star Equity Fund (NYSE:USA) has appointed Loomis, Sayles & Company, L.P. ("Loomis Sayles") as one of the Fund's five investment managers effective June 15, 2026 replacing Sustainable Growth Advisers, LP. The investment team at Loomis Sayles, led by Aziz Hamzaogullari, CFA, practices a large capitalization growth investment style which seeks to invest in high-quality businesses with sustainable competitive advantages and profitable growth when they trade at a significant discount to intrinsic value. Liberty All-Star Equity Fund's other managers are Aristotle Capital Management, LLC, Fiduciary Management, Inc., Pzena Investment Management, LLC and TCW In
Below is the April 2026 Monthly Update for the Liberty All-Star Equity Fund (NYSE:USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, April 2026 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: Aristotle Capital Management, LLC Fiduciary Management, Inc. Pzena Investment Management, LLC Growth Managers: Sustainable Growth Advisers, LP TCW Investment M
Below is the March 2026 Monthly Update for the Liberty All-Star Equity Fund (NYSE:USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, March 2026 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: Aristotle Capital Management, LLC Fiduciary Management, Inc. Pzena Investment Management, LLC Growth Managers: Sustainable Growth Advisers, LP TCW Investment M
The Board of Trustees of Liberty All-Star Equity Fund (NYSE:USA) has declared a distribution of $0.15 per share payable on June 1, 2026 to shareholders of record on April 16, 2026. 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 distributions in 2026 for tax reporting purpo
Below is the February 2026 Monthly Update for the Liberty All-Star Equity Fund (NYSE:USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, February 2026 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: Aristotle Capital Management, LLC Fiduciary Management, Inc. Pzena Investment Management, LLC Growth Managers: Sustainable Growth Advisers, LP TCW Invest
Below is the January 2026 Monthly Update for the Liberty All-Star Equity Fund (NYSE:USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, January 2026 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: Aristotle Capital Management, LLC Fiduciary Management, Inc. Pzena Investment Management, LLC Growth Managers: Sustainable Growth Advisers, LP TCW Investme
Below is the December 2025 Monthly Update for the Liberty All-Star Equity Fund (NYSE:USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, December 2025 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: Aristotle Capital Management, LLC Fiduciary Management, Inc. Pzena Investment Management, LLC Growth Managers: Sustainable Growth Advisers, LP TCW Invest
DEFA14A - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)
DEF 14A - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)
PRE 14A - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)
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N-CSR - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)
40-17G - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)
N-30B-2 - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)
N-CSRS - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)
N-PX - LIBERTY ALL STAR EQUITY FUND (0000799195) (Filer)
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Below is the June 2026 Monthly Update for the Liberty All-Star Equity Fund (NYSE:USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, June 2026 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: Aristotle Capital Management, LLC Fiduciary Management, Inc. Pzena Investment Management, LLC Growth Managers: Loomis, Sayles & Company, L.P. TCW Investment Mana
The Board of Trustees of Liberty All-Star Equity Fund (NYSE:USA) has declared a distribution of $0.17 per share payable on August 31, 2026 to shareholders of record on July 16, 2026. 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 distributions in 2026 for tax reporting pur
Below is the May 2026 Monthly Update for the Liberty All-Star Equity Fund (NYSE:USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, May 2026 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: Aristotle Capital Management, LLC Fiduciary Management, Inc. Pzena Investment Management, LLC Growth Managers: Sustainable Growth Advisers, LP TCW Investment Manag
Below is the April 2026 Monthly Update for the Liberty All-Star Equity Fund (NYSE:USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, April 2026 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: Aristotle Capital Management, LLC Fiduciary Management, Inc. Pzena Investment Management, LLC Growth Managers: Sustainable Growth Advisers, LP TCW Investment M
Below is the March 2026 Monthly Update for the Liberty All-Star Equity Fund (NYSE:USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, March 2026 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: Aristotle Capital Management, LLC Fiduciary Management, Inc. Pzena Investment Management, LLC Growth Managers: Sustainable Growth Advisers, LP TCW Investment M
The Board of Trustees of Liberty All-Star Equity Fund (NYSE:USA) has declared a distribution of $0.15 per share payable on June 1, 2026 to shareholders of record on April 16, 2026. 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 distributions in 2026 for tax reporting purpo
Below is the February 2026 Monthly Update for the Liberty All-Star Equity Fund (NYSE:USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, February 2026 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: Aristotle Capital Management, LLC Fiduciary Management, Inc. Pzena Investment Management, LLC Growth Managers: Sustainable Growth Advisers, LP TCW Invest
Below is the January 2026 Monthly Update for the Liberty All-Star Equity Fund (NYSE:USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, January 2026 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: Aristotle Capital Management, LLC Fiduciary Management, Inc. Pzena Investment Management, LLC Growth Managers: Sustainable Growth Advisers, LP TCW Investme
Below is the December 2025 Monthly Update for the Liberty All-Star Equity Fund (NYSE:USA). Liberty All-Star Equity Fund Ticker: USA Monthly Update, December 2025 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: Aristotle Capital Management, LLC Fiduciary Management, Inc. Pzena Investment Management, LLC Growth Managers: Sustainable Growth Advisers, LP TCW Invest
The Board of Trustees of Liberty All-Star Equity Fund (NYSE:USA) has declared a distribution of $0.18 per share payable on March 9, 2026 to shareholders of record on January 22, 2026. 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 distributions in 2026 for tax reporting pu