Liberty All Star Equity Fund

Liberty All Star Equity Fund operates as a diversified, closed-end management investment company. It seeks total investment return comprised of long-term capital appreciation and current income through investing primarily in a diversified portfolio of equity securities. The company was founded on October 31, 1986 and is headquartered in Denver, CO.

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.

Liberty All-Star® Equity Fund Declares Distribution

Liberty All-Star Equity offers a high dividend yield but has consistently underperformed its benchmarks, making its high expense ratio unjustifiable. The fund's complex management structure with multiple managers creates friction and contributes to its poor performance compared to ETFs and other mutual funds. USA's 10% dividend yield is attractive to income investors, but it is primarily funded through share sales, limiting price appreciation.

USA? No Thanks

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For income investors, closed-end funds, or CEFs, remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. CEFs are generally characterized by higher volatility and deeper draw-downs than the broader market. For these reasons, they are not suited for everyone. In this monthly series, we highlight five CEFs with solid track records that pay high distributions and offer “excess” discounts. We try to separate the wheat from the chaff using our filtering process to select just five CEFs every month from around 500 closed-end funds.

5 Best CEFs This Month For 9.5% Yield (October 2024)

WASHINGTON--(BUSINESS WIRE)-- #BankCEOs--CTBC Bank USA has announced that its President & CEO Noor Menai will speak this Thursday at the Semafor's World Economic Summit. The conference will be held on October 24-25 at the Gallup Great Hall, Washington, D.C. Menai will present at the global finance session, themed “Emerging Risks in a Time of Transition.” Menai, also a Board Member of Chia Network, will speak on agility and flexibility and how bank playbooks are adapting amidst uncertainty. In a firesid.

CTBC Bank USA CEO Noor Menai to Speak at Semafor's World Economy Summit

Last year, the White House published a blog post titled “As the US Consumer Goes, So Goes the US Economy.”

The US Consumer Is Healthy And This 10% Dividend Will Profit

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 Fund Ticker: USA Monthly Update, September 2024 Investment Approach: Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers.

Liberty All-Star® Equity Fund September 2024 Monthly Update

Liberty All-Star Equity offers a high 10% dividend yield with diverse sector exposure. USA's portfolio includes significant tech holdings like Microsoft, NVIDIA, and Alphabet, contributing to NAV growth, though it relies heavily on realized gains for performance. Interest rate cuts are expected to drive price appreciation. This will make it more attractive to obtain debt, which can be used to fund a variety of growth initiatives.

USA: Interest Rate Cuts Should Help NAV Growth

Cohen & Steers Reit And Preferred Income Fund Inc

Income should never be spooky, but it is a nice treat. I demand a full course meal of income from my portfolio to fund my lifestyle. Today, we dive into this month's scary truth and important picks.

My Top Income Picks For October

SHAKOPEE, Minn.--(BUSINESS WIRE)-- #CRNInnovators--CyberPower's new Smart App Sinewave Lithium UPS Series was named a winner in the 2024 CRN Tech Innovator awards.

CyberPower Smart App Sinewave Lithium UPS Series Named a Winner in the 2024 CRN® Tech Innovator Awards

ArrowMark Financial

ConocoPhillips

Chevron

EOG Resources

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JPMorgan Chase & Co

New Linde PLC

Eli Lilly

Marathon Oil

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For income investors, closed-end funds remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. Closed-end funds, or CEFs, are generally characterized by higher volatility and deeper drawdowns than the broader market. For these reasons, they are not suited for everyone. In this monthly series, we highlight five CEFs with solid track records that pay high distributions and offer "excess" discounts. We try to separate the wheat from the chaff using our filtering process to select just five CEFs every month from around 500 closed-end funds.

5 Best CEFs This Month For 9% Plus Yield (September 2024)

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 Fund August 2024 Monthly Update

Schwab US Dividend Equity ETF

The Schwab US Dividend Equity ETF (SCHD) stock price rose for five consecutive days and was trading at $84.15, a few points below its all-time high of $84.56. It has jumped by 12% this year while its total return stood at over 18%.

Love the SCHD ETF? USA is a great 10% yielding alternative

Liberty All-Star Equity offers a 10% dividend yield and combines tech exposure with diversification, making it ideal for passive income investors. The fund's portfolio includes top tech names like Nvidia, Microsoft, and Alphabet, with a strong focus on the AI theme. Achieving double-digit returns over the last decade, the fund has a low expense ratio of 0.93% and $2 billion in assets.

USA: Tech Exposure And A Solid 10% Yield

Coca-Cola

Royce Value Trust

Workplaces and stress related to them are a top 5 causes of death in the U.S.; dividends have caused zero fatalities. We look at how dividends can provide for you and your loved ones, without trading your health for wealth. True wealth is one that is recurring, even if you're not working.

Stress And Work Kills, Dividends Provide

Liberty All-Star Equity offers a high yield of 10.67%, with a balanced allocation to value and growth investment managers. The USA fund's diversified portfolio includes top sectors like Tech and Financials, with notable holdings such as Nvidia and Capital One. Despite underperforming the S&P 500 recently, USA's attractive dividend yield and sector exposure make it a compelling buy.

USA: 10% Yield At A Discount

Liberty All-Star Growth Fund

The multi-manager approach of the Liberty All-Star Growth Fund and Liberty All-Star Equity Fund has helped promote consistent performance and support distributions for over 37 years. Hear from Robert Milas, Director of Research with SS&C ALPS Advisors, the investment manager of the funds. And gain insight into the benefits of this strategy, how ASG and USA are currently positioned, and why the funds fit well in a retirement portfolio.

CEF Insights: Liberty All-Star's Multi-Manager Equity Strategies For Income

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 Fund Ticker: USA Monthly Update, July 2024 Investment Approach: Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers.

Liberty All-Star® Equity Fund July 2024 Monthly Update

In retirement, you need investments that passively produce income without you having to time the market to make a sale. We discuss an income gem that has repeatedly delivered terrific returns through market pressures. Discover this top-tier investment yielding over 10%, ensuring your retirement remains vibrant.

I Love USA, The Fund Of Big Opportunities

Apple

Broadcom

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Energy Transfer LP Unit

Microsoft

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ONEOK

Columbia Seligman Premium Technology Growth Func Inc

Exxon Mobil

For income investors, closed-end funds remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. Closed-end funds, or CEFs, are generally characterized by higher volatility and deeper draw-downs than the broader market. For these reasons, they are not suited for everyone. In this monthly series, we highlight five CEFs with solid track records that pay high distributions and offer “excess” discounts. We try to separate the wheat from the chaff using our filtering process to select just five CEFs every month from around 500 closed-end funds.

5 Best CEFs This Month For Nearly 9% Yield (July 2024)

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 Fund Ticker: USA Monthly Update, June 2024 Investment Approach: Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers.

Liberty All-Star® Equity Fund June 2024 Monthly Update

ASG and USA are closed-end funds with managed distribution plans, providing higher distributions to income-investors quarterly. Both funds use a multi-manager approach to help manage different sleeves of their portfolio.

ASG Vs. USA: Equity Funds Paying Higher Distributions Through Managed Plans

A lot of income-focused investors would miss out on the power of diversified stocks if it weren't for closed-end funds like the Liberty All-Star Equity Fund, currently yielding 10.0%. However, a look under-the-hood reveals this popular fund is only an incremental improvement for many investors, and it omits many of the important qualities that make other funds so attractive. In this report, we review USA (including the strategy, distribution, expenses, leverage, holdings and price versus net asset value), and then conclude with our strong opinion on investing.

USA's 10% Yield: Nudging Novices In The Right Direction

Liberty All-Star Equity is a high-yield closed-end fund with a 9.8% dividend yield, managed by five different asset managers for a blended strategy of value and growth. The fund's price growth is limited due to high distributions but offers potential for income growth through reinvestment and compounding. USA's reduced real estate exposure and attractive discount to NAV make it a versatile option for retired investors seeking immediate income.

USA: Reduced Real Estate Exposure And Trades At Discount

Cohen & Steers Quality Income Realty Fund

I collect income from individual companies and general sectors. Collecting from both sources is vital for income investors. Retirement that is marked by abundance is my goal.

2 Smart Retirement Funds With +8% Yields

The Liberty All-Star Equity Fund is a closed-end fund operating for nearly 40 years. USA's portfolio is diversified and primarily focused on large and mega-cap companies located in the United States. Today, we explore USA's distribution and understand where this closed end fund might fit into a portfolio.

News for Liberty All Star Equity Fund ETF (USA)