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.

Cohen & Steers Quality Income Realty Fund

Dividend investing suits every age group thanks to the power of compounding. A diversified dividend portfolio reliably pays lifestyle-supporting income through market gyrations. Two +8% yields to enrich your income to tackle challenging markets.

The Income Machine That Keeps Pumping Cash

BOSTON , Dec. 13, 2023 /PRNewswire/ -- Below is the November 2023 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA) Liberty All-Star Equity Fund Ticker: USA               Monthly Update, November, 2023 Investment Approach:          Fund Style: Large-Cap Core                                                                          Fund Strategy: Combines three value-style and two growth-style investment managers.

Liberty All-Star Equity Fund November 2023 Monthly Update

The fund significantly underperformed the S&P 500 since 1986. The fund's 10% distribution policy often results in returning capital to investors, diluting performance. The fund's portfolio has a low upside potential and may struggle to meet the 10% distribution requirement in 2024.

USA: Buyer Beware

Antero Midstream Partners

Realty Income Corp

Royce Value Trust

Cohen & Steers Infrastructure Fund Inc

Aging population and declining fertility rates have investment implications, including deflationary tendencies and excessive retirement savings. Lower dependency ratios can lead to moderate or low inflation, but dysfunctional public policy can override the benefits. Among developed countries, the U.S. is in a comparatively strong position to continue economic growth going forward. This suggests a U.S.-oriented investment strategy.

The Aging Population And Its Investment Implications

BOSTON , Nov. 13, 2023 /PRNewswire/ -- Below is the October 2023 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA) Liberty All-Star Equity Fund Ticker: USA               Monthly Update, October, 2023 Investment Approach:          Fund Style: Large-Cap Core            Fund Strategy: Combines three value-style and two growth-style investment managers.

Liberty All-Star Equity Fund October 2023 Monthly Update

Cohen & Steers Reit And Preferred Income Fund Inc

Life's expenses are unrelenting and unending; meet them head-on with income. Closed-end funds provide access to sectors of the market that do not historically offer attractive yields. Let the market pay your way.

Earn Up To 10% Yield From Top Quality CEFs

This overdone fear mongering has handed us an opportunity to “lock in” bigger dividend yields than we've been able to grab in years.

Now Is The Time To ‘Lock In' 10%+ Yields

BOSTON , Oct. 12, 2023 /PRNewswire/ -- Below is the September 2023 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA) Liberty All-Star Equity Fund Ticker: USA               Monthly Update, September, 2023 Investment Approach:          Fund Style: Large-Cap Core                                                                          Fund Strategy: Combines three value-style and two growth-style investment managers.

Liberty All-Star Equity Fund September 2023 Monthly Update

Liberty All-Star Growth Fund

Liberty All-Star Equity USA closed-end fund and Liberty All-Star Growth ASG fund are high yield CEFs with value and growth attributes. USA has a larger net asset value, higher average daily volume, and a lower P/E ratio compared to ASG. Both funds pay quarterly distributions, with USA yielding 10.87% and ASG yielding 8.96% at their respective prices.

USA Growth And Value 11% Yield Vs. ASG Growth 9% Yield, 5% Discount

Liberty All-Star Equity Fund provides a juicy 10.7% yield. USA is a multi-managed fund, offering stability and capital preservation by avoiding leverage. With a rare discount to NAV, this may be a good opportunity to start a position.

USA: Discount To NAV Presents Attractive Buy Opportunity

BlackRock Resources & Commodities Strategy Trust

BlackRock Enhanced Equity Dividend Trust

Barings Participation Investors

John Hancock Premium Dividend Fund

For income investors, closed-end funds remain an attractive investment class that covers a variety of 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, 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% Yield (September 2023)

Financial independence is a prerequisite for a happy and healthy retirement. Capitalize on Corporate America's pursuit of profit to boost your financial well-being. Explore two 9% yielding superstars to make your money work for you.

2 Magnificent Dividends To Generate Passive Income For Life

BOSTON , Sept. 15, 2023 /PRNewswire/ -- Below is the August 2023 Monthly Update for the Liberty All-Star Equity Fund.

Liberty All-Star Equity Fund August 2023 Monthly Update

ArrowMark Financial

Calamos Strategic Total Return Fund

Eaton Vance Tax-Advantaged Global Dividend Income Fund

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

Morgan Stanley India Investment Fund Inc

Nuveen Floating Rate Income Fund

Barings Corporate Investors

Closed-end funds offer high income, diversification, and market-matching total returns for income-focused investors. Five CEFs with solid track records, high distributions, and attractive discounts are highlighted in this monthly series. The selected CEFs offer an average distribution rate of over 9%, have strong historical performance, and trade at an average discount of -6.5% to NAV.

5 Best CEFs To Buy This Month (August 2023)

BOSTON , Aug. 14, 2023 /PRNewswire/ -- Below is the July 2023 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA) Liberty All-Star Equity Fund Ticker: USA Monthly Update, July, 2023 Investment Approach:  Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers.

Liberty All-Star Equity Fund July 2023 Monthly Update

Gabelli Equity Trust

The swap between Gabelli Equity and Liberty All-Star Equity funds has proven successful for investors, with USA significantly outperforming on a total return basis. Both funds are now trading at similar valuations, with the performance difference likely to come from the underlying portfolio rather than convergence in valuations. Despite the success of the swap, neither fund is considered a strong buy candidate at this time due to both still trading above their longer-term historical discount levels.

GAB And USA: The Results After Making A Swap

People often don't believe me when I tell them there are great funds out there paying sustainable 8%+ dividends—it just sounds too good to be true.

Buy And Hold This 9.6% Closed End Fund For Decades

Alpine Total Dynamic Dividend Fund

BlackRock Science & Technology

Liberty All-Star Equity, BlackRock Science and Technology Trust, and abrdn Total Dynamic Dividend are large, liquid, and reasonably priced closed-end funds with high yields and minimal leverage. All three funds focus on diversified portfolios across various sectors and market segments, aiming for long-term capital appreciation and regular income generation. While all three funds have exposure to leading tech stocks, they are not as top-heavy as the S&P 500 index, offering stability and the ability to capitalize on a broadening market leadership.

3 High Performing CEFs At Reasonable Prices

The Liberty All-Star Equity Fund is a multi-managed, closed-end investment fund that employs a dual strategy of growth and value. The fund is essentially split across five investment management companies, with a 60% bias towards value-oriented investment styles and the remaining 40% leaning towards growth. If Value is indeed due to outperform Growth, USA could make for an interesting broad market proxy with high yield.

USA: Value Tilt Could Cause Outperformance

BOSTON , July 13, 2023 /PRNewswire/ -- Below is the June 2023 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA) Liberty All-Star Equity Fund Ticker: USA Monthly Update, June, 2023 Investment Approach: Fund Style: Large-Cap Core                                                                          Fund Strategy: Combines three value-style and two growth-style investment managers.

Liberty All-Star Equity Fund June 2023 Monthly Update

Alpine Global Premier Properties Fund

Patience is one of the key traits of a successful investor. It is easier to be patient when you get paid to wait. Two big yields to enhance your passive income.

I'm Buying The Dip On These +9% Yields

PIMCO Corporate & Income Opportunity Fund

Forget the latest blather from the Fed: folks just trying to get a decent income stream are still getting a raw deal these days.

The Fed Is Still Clobbering Savers, Try These 11.1% Dividends Instead

BOSTON , June 15, 2023 /PRNewswire/ -- Below is the May 2023 Monthly Update for the Liberty All-Star Equity Fund. (NYSE: USA) Liberty All-Star Equity Fund Ticker: USA Monthly Update, May, 2023 Investment Approach:          Fund Style: Large-Cap CoreFund Strategy: Combines three value-style and two growth-style investment managers.

Liberty All-Star Equity Fund May 2023 Monthly Update

Is it ever okay to invest in a CEF that trades at a premium to NAV? Is it ever NOT okay to invest in an attractive one at a discount? The Liberty All-Star Equity Fund offers a big 10.0% annual distribution (paid quarterly) and currently trades at a discount to its NAV. We review USA in detail and compare it to 20 other top big-yield-CEFs, with a special focus on premium and discount considerations and taboos.

USA: Top 20 Big-Yield CEFs, Discount-Premium Taboos

Oxford Lane Capital

Welcome to the 6th month of the year. Often investors begin by reviewing their year-to-date performance and determining how they want to fine-tune the rest of the year. Income investing provides you with more time to enjoy your hobbies and less time focused on your portfolio.

News for Liberty All Star Equity Fund ETF (USA)